Edward
Caballero
Commonwealth Financial Network
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About this Advisor
Edward Caballero is a certified financial planner operating out of San Ramon, California, with 6 years of relevant experience. Caballero currently works for Commonwealth Financial Network. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Commonwealth Financial Network and Tomren Wealth Management. Caballero maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Commonwealth Financial Network is a firm headquartered in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It has $146 billion in total assets among its 585,629 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Commonwealth Financial Network performs a number 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 charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Commonwealth Financial Network most likely include some blend 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
Edward Caballero Work History
Edward has been registered as a financial advisor for 6 years.*
Commonwealth Financial Network
Tomren Wealth Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
*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 Edward Caballero 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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