Lori Good Brennan

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

• 04/2014 → 10/2017
  National Planning Corporation
  Wyomissing, PA
• 10/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2014-02-18 → 2014-04-22
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-06-24
• S63 Uniform Securities Agent State Law Examination
  1993-08-10

Other Names

• Lori Ann Good
• Lori Ann Brennan
• Lori Good Brennan