Isaac
Cardoza
Commonwealth Financial Network
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About this Advisor
Isaac Cardoza is a financial advisor based out of San Diego, California who has 1 year of industry experience. Cardoza works at Commonwealth Financial Network. Cardoza has gained experience at Honeycutt, Smith & Associates, The Hake Restaurant, San Diego Mesa College, San Diego State University, Uber, Duende, Duende Construction and Commonwealth Financial Network. Cardoza has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Commonwealth Financial Network is a registered investment firm based in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in total assets between its 585,629 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Commonwealth Financial Network provides a broad assortment of services, including 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. A financial advisor's fee schedules are based on which services are offered. Fees charged by Commonwealth Financial Network likely are comprised 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
Isaac Cardoza Work History
Isaac has been registered as a financial advisor for 1 years.*
Honeycutt, Smith & Associates
Commonwealth Financial Network
Uber
Duende Construction
Uber
San Diego State University
Duende
The Hake Restaurant
San Diego Mesa College
*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 Isaac Cardoza 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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Salt Lake City, UT
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Saint Paul, MN
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Durham, NC
Portland, OR
Carnegie, PA
Poulsbo, WA
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