Kurt
Eakin

Commonwealth Financial Network

CRD#4071149
Investment Advisor
in San Diego, CA

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About this Advisor

Kurt Eakin is a certified financial planner working in San Diego, California who has 11 years of relevant experience. Eakin is currently employed by Commonwealth Financial Network. They have worked at Commonwealth Financial Network for their total career. Eakin holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in California. Commonwealth Financial Network is an advisory firm based in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in assets under management among its 585,629 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network provides 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. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Commonwealth Financial Network may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

3914 Murphy Canyon Road Suite A100
San Diego, CA 92123

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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

Kurt Eakin Work History

Kurt has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Commonwealth Financial Network

*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 Kurt Eakin 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
Allison Delena
Newburyport, MA
Kelly Conner Haslbeck
Fairfax, VA
Deanna Morell
Palmyra, NY
Gabor Nagy
Mendham, NJ
Harold Weight
Portland, OR
Lori Johndrow
West Hartford, CT
Richard Carlquist
San Diego, CA

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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