Commonwealth Financial Network
Alison Luk has held various positions that reflect a strong background in account management, research, and customer service. Currently serving as a New Accounts Associate at Commonwealth Financial Network since March 2022, Alison plays a key role as the primary contact for the highest-producing advisor, ensuring compliance and accuracy in account management. Previous experience includes roles as a Fulfillment Center Associate at Eastern Standard Provisions and a Server at South Boston Chinese Restaurant. Alison's academic background includes a Bachelor of Science in Geological and Earth Sciences from the University of Connecticut, coupled with research experience on ostracoda morphology and practical skills in marketing and data analysis through internships and student positions.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021