Commonwealth Financial Network
About this Advisor
Christopher Puzio is a certified financial planner in San Dimas, California. Currently a registered advisor with Commonwealth Financial Network, Puzio has 10 years of work experience as a financial advisor. Puzio has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Puzio can work with clients in California. Throughout their career, Puzio has worked at Lpl Financial, LLC, Commonwealth Financial Network, Ameriprise Financial Services Inc and Morgan Stanley Smith Barney. Commonwealth Financial Network is based out of San Dimas, California, and operates out of 1,090 other brick-and-mortar locations across the country. As an advisor firm, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Commonwealth Financial Network can provide 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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 Puzio Work History
Christopher has 10 years of experience.
Commonwealth Financial Network
Lpl Financial, LLC
Ameriprise Financial Services Inc
Morgan Stanley Smith Barney
Christopher Puzio has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.