Commonwealth Financial Network
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About this Advisor
Cynthia Meyers is a certified financial planner whose office is in Sacramento, California. Currently an advisor at Commonwealth Financial Network, they have gathered 10 years of work experience in the financial advisory industry. Meyers holds a Series 63 license, which designates them as a securities representative. Meyers is able to work with clients in California. Over the course of their career, Meyers has held roles at Financial Telesis Inc, Commonwealth Financial Network, Cynthia Meyers Cfp, Confluence Financial Planning, LLC and Viewpoint Financial Network. Commonwealth Financial Network is located in Sacramento, California, and operates out of 1,090 additional brick-and-mortar locations throughout the United States. In total, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 client accounts and employs more than 3,200 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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
Cynthia Meyers Work History
Cynthia has 10 years of experience.
Confluence Financial Planning, LLC
Viewpoint Financial Network
Commonwealth Financial Network
Cynthia Meyers Cfp
Financial Telesis Inc
Cynthia Meyers has disclosures.
Please visit their SEC profile for more details.