Christa
Keck-English

Commonwealth Financial Network

CRD#3237619
Investment Advisor
in San Diego, CA

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About this Advisor

Christa Keck-English is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Christa has previously held positions at Telos Capital Management, Inc, Lpl Financial, Independent Financial Group, LLC, and Commonwealth Financial Network. Christa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christa is part of Commonwealth Financial Network, which operates out of San Diego, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

600 West Broadway Suite 3200
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

CA Average: 118
Total Number of Accounts

623,075

CA Average: 4,567
Average Account Size

$284,126

CA 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

Christa Keck-English Work History

2021 - Present (3 years)

Commonwealth Financial Network

2018 - 2021 (3 years)

Independent Financial Group, LLC

2016 - 2018 (2 years)

Telos Capital Management, Inc

2006 - 2016 (10 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Christa Keck-English 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

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Jill Israel
Westerville, OH
Renee Bilodeau
Glastonbury, CT
Stephen Astle
Portland, OR
Lewis Martin
Charlottesville, VA
Erin Sweitzer
Phoenix, AZ
Michael Zirbel
Riverton, WY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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