Greg
Stafford
Commonwealth Financial Network
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About this Advisor
Greg Stafford is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Greg has previously held positions at Commonwealth Financial Network and Stafford Financial Group. Greg has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Greg is part of Commonwealth Financial Network, which operates out of San Diego, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Greg Stafford Work History
Commonwealth Financial Network
Commonwealth Financial Network
Stafford Financial Group
Disclosures
Please visit the SEC profile of Greg Stafford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Keene, NH
Northfield, MA
Portland, OR
Dallas, TX
West Chester, PA
Riverton, WY
Ludlow, MA
Saint Paul, MN
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