Christie
Caliva
Commonwealth Financial Network
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About this Advisor
Christie Caliva is a financial advisor who works in San Diego, California with 8 years of relevant experience. Caliva is on the advisory team at Commonwealth Financial Network. Over the course of their career, they have held roles at Edward Jones and Commonwealth Financial Network. Caliva has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Commonwealth Financial Network is a registered investment company operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 people on staff. It administers $146 billion in assets under management between its 585,629 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. Commonwealth Financial Network has a wide array 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 charged by financial advisors largely vary depending on which service is offered. Fees billed by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Christie Caliva Work History
Christie has been registered as a financial advisor for 8 years.*
Commonwealth Financial Network
Edward Jones
*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 Christie Caliva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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