Aaron
Pearce

Commonwealth Financial Network

CRD#4351204
Investment Advisor
in San Diego, CA

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About this Advisor

Aaron Pearce is a financial advisor who works in San Diego, California, who has been in the advisory business for 10 years. Pearce is on the advisory team at Commonwealth Financial Network. Over the course of their career, Pearce has held roles at First Allied Securities, Inc, Select Capital Corporation, Commonwealth Financial Network and Dunham & Associates Investment Counsel, Inc. Pearce maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Massachusetts. Commonwealth Financial Network is a registered investment company that has its headquarters in San Diego, California. The company has offices in 1,090 locations and a total of 3,400 financial advisors. It has $111 billion in assets between its 436,517 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 277 charitable organizations. Of its 436,517 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. Commonwealth Financial Network provides a broad assortment of services, such as 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 charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network likely include 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

110 West A Street Suite 1800 (18Th Floor)
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

CA 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

Aaron Pearce Work History

Aaron has 10 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - 2019 (< 1 year)

Dunham & Associates Investment Counsel, Inc

2016 - 2017 (1 year)

Select Capital Corporation

2010 - 2016 (6 years)

First Allied Securities, Inc

Disclosures

Aaron Pearce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Katherine Olson
Sacramento, CA
Joshua Cannata
Roselle, IL
Andrew Widmann
Bowie, MD
Micah Crabdree
Payson, AZ
Magdalena Johndrow
Farmington, CT
Steven Lowe
Glastonbury, CT
Melissa Phillippi
Wilmington, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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