Patricia
Shyman

Commonwealth Financial Network

CRD#2016845
Investment Advisor
in Phoenix, AZ

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About this Advisor

Patricia Shyman is a financial advisor operating in Phoenix, Arizona, with a total of 10 years in the industry. Shyman is an employee of Commonwealth Financial Network. During their career, Shyman has held roles at Camelback Retirement Planners and Commonwealth Financial Network. Shyman has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Arizona. Commonwealth Financial Network is a firm based in Phoenix, Arizona. The firm has offices in 1,090 locations and a total of 3,400 financial advisors. It administers $111 billion in total assets between its 436,517 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 277 charities and foundations. Of its 436,517 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. Fees charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2720 East Camelback Road Suite 200
Phoenix, AZ 85014

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

AZ Average: $16,012,751,954
Total Number of Employees

3,400

AZ Average: 118
Total Number of Accounts

436,517

AZ Average: 4,567
Average Account Size

$255,295

AZ Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Patricia Shyman Work History

Patricia has 10 years of experience.

2012 - Present (9 years)

Commonwealth Financial Network

2010 - Present (11 years)

Camelback Retirement Planners

Disclosures

Patricia Shyman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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