Commonwealth Financial Network
About this Advisor
Craig Castanos is a certified financial planner who lives in San Diego, California. Currently an investment advisor at Commonwealth Financial Network, they have gathered 10 years of professional experience as a financial advisor. Castanos holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Castanos is able to advise customers based out of California. During their career, Castanos has held roles at Commonwealth Financial Network and Manning Wealth Management, Inc. Commonwealth Financial Network is based out of San Diego, California, and has 1,090 offices in the nation. In aggregate, Commonwealth Financial Network manages $111 billion in assets across 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network provides 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
Craig Castanos Work History
Craig has 10 years of experience.
Commonwealth Financial Network
Manning Wealth Management, Inc
Craig Castanos has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
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.