Gayle Ellen Starr

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

• 03/2005 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2004-09-30 → 2005-03-18
  Ameritas Investment Company, Llc
  Phoenix, AZ
• 2003-03-27 → 2004-09-30
  The Advisors Group, Inc.
  Phoenix, AZ

Other Businesses

1. Lin-Com, Inc, president and sole owner of entity created for fixed insurance business, as of 2008, 10% of time spent during business hours, at branch location, investment related. 2. Trustee and co-trustee family related trust, as of 11/07/1997, 0% of time spent during business hours, not at branch location, not investment related. 3. Starr Wealth Strategies, Inc. - president and 100% owner of private entity created for operating securities business; as of 03/25/2005, 2% of time spent during business hours, investment related. 4. AFGO Investments I, LLC; real estate holding company; as of 08/01/2013, 0% of time spent during business hours, not investment related; not conducted at branch. 5. AFGO Investments II, LLC; real estate holding company; as of 10/29/2013, 0% of time spent during business hours, not investment related; not conducted at branch.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-26
• S63 Uniform Securities Agent State Law Examination
  1985-10-07

Designations

• Certified Financial Planner

Other Names

• Gayle Lawrence
• Gayle Berg
• Gayle Ellen Lawrence