AUMdb
NJ

Nancy J Lapointe

CRD 3228677 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Commonwealth Equity Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (3)

OrganizationRoleCompensationAs of
Mass General Brigham Incorporated And Affiliates Group Rtn Officer/Director 09/30/2024
Ella Clark Home For Aged People Officer/Director 10/31/2024
Childrens Advocacy Center Of Hampshire County Inc Officer/Director 06/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗