Rebecca
Kennell

Commonwealth Financial Network

CRD#4301286
Investment Advisor
in Phoenix, AZ

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About this Advisor

Rebecca Kennell is a certified financial planner who works out of Phoenix, Arizona with 18 years of relevant experience. Kennell is currently employed by Commonwealth Financial Network. They have been with Commonwealth Financial Network for the entirety of their career. Kennell holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Arizona. Commonwealth Financial Network is an advisory firm based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in assets under management among its 585,629 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a wide set 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 usually depend on which service is provided. However, fee types billed by Commonwealth Financial Network most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

Office Location

4647 North 32Nd Street Suite B210
Phoenix, AZ 85018

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

AZ Average: 118
Total Number of Accounts

585,629

AZ Average: 4,567
Average Account Size

$249,965

AZ Average: $3,506,186

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

Rebecca Kennell Work History

Rebecca has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rebecca Kennell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Adam Meyer
Normal, IL
Christopher Lamal
Green Bay, WI
Richard Carlquist
San Diego, CA
Robin Pysher
Reading, PA
Sviatlana Maslava
New York, NY
Erin Dicarlo
Wilmington, MA
Adam Kittredge
Florence, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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