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 who works out of San Diego, California, who has 19 years of professional experience. Eakin is an advisor for Commonwealth Financial Network. Eakin has gained experience at Edward Jones and Commonwealth Financial Network. Eakin holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in California. Commonwealth Financial Network is an advisory business that has its headquarters in San Diego, California. The company has offices in 1,090 locations and a total of 3,200 employees. It handles $81 billion in assets across its 335,560 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 223 charities and foundations. Of its 335,560 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Commonwealth Financial Network offers 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. Financial advisory fees vary depending on the financial services. Fee types billed by Commonwealth Financial Network most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

19 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

No

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

$80,973,209,717

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

3,200

CA Average: 118
Total Number of Accounts

335,560

CA Average: 4,567
Average Account Size

$241,308

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

Kurt Eakin Work History

Kurt has 19 years of experience.

2012 - Present (7 years)

Commonwealth Financial Network

1999 - 2012 (13 years)

Edward Jones

Disclosures

Kurt Eakin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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