Lily Jayne Khoury

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 08/2026
  Allen Insurance & Financial
  Camden, ME
• 11/2023 → 04/2024
  Main Street Markets
  Rockland, ME
• 08/2022 → 11/2023
  N/A
  N/A, XX
• 05/2021 → 08/2022
  La Colombe
  Bryn Mawr, PA
• 10/2020 → 05/2021
  Starbucks
  Bryn Mawr, PA
• 08/2018 → 05/2022
  Bryn Mawr College
  Bryn Mawr, PA
• 08/2014 → 08/2018
  High School
  Washington, DC
• 02/2025 → 08/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2026 → Present
  Allen Wealth Management
  Camden, ME

Other Businesses

Fixed insurance sales; Located at 31 Chestnut Street, Camden, ME 04843, as of 02/13/2025; 2% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09

Other Names

• Lily Jayne Schoonover