Haley
Hitchman

Commonwealth Financial Network

CRD#5519512
Investment Advisor
in Salinas, CA

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About this Advisor

Haley Hitchman is a financial advisor based in Salinas, California, with a total of 5 years of industry experience. Hitchman is on the advisory team at Commonwealth Financial Network. During their career, the advisor has held roles at Lpl Financial LLC, Hastie Financial Group and Commonwealth Financial Network. Hitchman has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in California. Commonwealth Financial Network is a financial advisory firm operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in assets across its 585,629 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a wide array 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Office Location

307 Main St Suite 300
Salinas, CA 93901

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CA Average: $16,012,751,954
Total Number of Employees

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

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

Haley Hitchman Work History

Haley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2012 - Present (12 years)

Hastie Financial Group

2010 - 2018 (8 years)

Lpl Financial LLC

*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 Haley Hitchman 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

Fred Scheffner
Salt Lake City, UT
Peter Leonczyk
Ludlow, MA
Alejandro Biagiotti
Bedford, NH
John Cronin
East Syracuse, NY
Tyler Price
Kennewick, WA
Stephen Cefalu
Jacksonville, FL
Sviatlana Maslava
New York, NY
Mark Kutzke
Rochester, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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