Eldon
Harsin

Commonwealth Financial Network

CRD#1172371
Investment Advisor
in San Diego, CA
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About this Advisor

Eldon Harsin is a certified financial planner who lives in San Diego, California. Currently an advisor at Commonwealth Financial Network, Harsin has an impressive 25 years of work experience. Harsin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Harsin is registered to serve investors based out of Washington. Harsin has gained experience at Lpl Financial, LLC, Dick Harsin, Commonwealth Financial Network and Harsin Wealth. Commonwealth Financial Network is headquartered in San Diego, California, and has 1,090 other brick-and-mortar locations throughout the United States. Overall, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 client accounts and retains more than 3,200 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network can offer 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 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

Yes

Office Location

110 West A Street Suite 1800 (18Th Floor)
San Diego, CA 92101

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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

Eldon Harsin Work History

Eldon has 25 years of experience.

2018 - Present (1 year)

Harsin Wealth

2014 - Present (5 years)

Commonwealth Financial Network

1996 - Present (23 years)

Dick Harsin

1993 - 2014 (21 years)

Lpl Financial, LLC

Disclosures

Eldon Harsin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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