Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in Plymouth, MA
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Plymouth, A to Z.
The short answer
6 registered advisors work at Commonwealth Financial Network in Plymouth, out of 2,527 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Commonwealth Financial Network advisors in Plymouth, A to Z
Every Commonwealth Financial Network advisor →- Andrew A. AugustoAlso a broker rep
- Garrett M. ForsbergAlso a broker rep
- Mark E. ForsbergAlso a broker rep
- John P. GrimesInvestment adviser rep
- Jerald G. RubinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Clifford P. Westberg Jr.Certified Financial Planner · Also a broker rep
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 130San Diego, CA 62Glastonbury, CT 49Overland Park, KS 29Needham, MA 25New York, NY 22Worcester, MA 21Danvers, MA 19Rochester, NY 19Shelton, CT 17Dallas, TX 16Pittsford, NY 16Wilmington, NC 16Roanoke, VA 15Phoenix, AZ 14
Other firms in Plymouth
All Plymouth advisors →Shp Wealth Management, LLC 28Cetera Investment Advisers LLC 61620 Investment Advisors, Inc. 4LPL Financial LLC 4Stifel, Nicolaus & Company, Incorporated 4World Investment Advisors, LLC 4Edward Jones 3
Questions
How many financial advisors does Commonwealth Financial Network have in Plymouth?
6 investment adviser representatives are registered at Commonwealth Financial Network offices in Plymouth, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Commonwealth Financial Network one of the largest advisor employers in Plymouth?
Commonwealth Financial Network ranks number 3 in Plymouth by registered advisors; Shp Wealth Management, LLC has the most, with 28.
How do I check a Commonwealth Financial Network advisor in Plymouth?
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.