Christopher
Phelps

Commonwealth Financial Network

CRD#3032273
Investment Advisor
in San Diego, CA
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About this Advisor

Christopher Phelps is a certified financial planner based in San Diego, California, with a total of 13 years of financial industry experience. Phelps is an employee of Commonwealth Financial Network. They have been with Commonwealth Financial Network for all of their career. Phelps has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Commonwealth Financial Network is an advisory firm that has its headquarters in San Diego, California. It has offices in 1,090 locations and a total of 3,200 advisors. It oversees $81 billion in total assets across its 335,560 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 223 charitable organizations. Of its 335,560 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a wide array 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 for financial advice vary depending on which services the firm provides the client. Fees charged by Commonwealth Financial Network likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

16935 W. Bernardo Drive Suite 228
San Diego, CA 92127

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

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

Christopher Phelps Work History

Christopher has 13 years of experience.

2005 - Present (14 years)

Robert R. Redwitz & Co

Disclosures

Christopher Phelps has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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