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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Monterey, CA

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Monterey, A to Z.

5 registered advisors work at Commonwealth Financial Network in Monterey, out of 2,715 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

Commonwealth Financial Network advisors in Monterey, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Monterey

All Monterey advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Ameriprise Financial Services, LLC 16Integris Wealth Management, LLC 10Morgan Stanley 10Hilltop Securities Inc. 7LPL Financial LLC 7Strategic Advisers LLC 7RBC Capital Markets, LLC 4

Questions

How many financial advisors does Commonwealth Financial Network have in Monterey?

5 investment adviser representatives are registered at Commonwealth Financial Network offices in Monterey, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Monterey?

Commonwealth Financial Network ranks number 8 in Monterey by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a Commonwealth Financial Network advisor in Monterey?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.