Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in Warren, OH
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Warren, A to Z.
The short answer
4 registered advisors work at Commonwealth Financial Network in Warren, out of 2,814 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Commonwealth Financial Network advisors in Warren, A to Z
Every Commonwealth Financial Network advisor →- Mason GlinnChartered Financial Analyst · Also a broker rep
- Ryan J. GlinnCertified Financial Planner · Also a broker rep
- Jonathan G. LapineCertified Financial Planner · Also a broker rep
- Kelly B. MarshallAlso 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 173San Diego, CA 73Glastonbury, CT 51Overland Park, KS 30Rochester, NY 27Worcester, MA 27Needham, MA 26Dallas, TX 19Danvers, MA 17New York, NY 17Shelton, CT 17Wilmington, NC 17Pittsford, NY 16Roanoke, VA 16Burlington, MA 15
Other firms in Warren
All Warren advisors →Edward Jones 4Ameriprise Financial Services, LLC 3J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Commonwealth Financial Network have in Warren?
4 investment adviser representatives are registered at Commonwealth Financial Network offices in Warren, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 2,814 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Commonwealth Financial Network one of the largest advisor employers in Warren?
Commonwealth Financial Network ranks number 1 in Warren by registered advisors, ahead of Edward Jones (4).
How do I check a Commonwealth Financial Network advisor in Warren?
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.