Commonwealth Financial Network
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About this Advisor
Laura Clem is a financial advisor working out of San Diego, California, who has 3 years of industry experience. Clem works at Commonwealth Financial Network. Over the course of their career, they have held roles at Cuso Financial Services, Lp, Embassy Ces and Commonwealth Financial Network. Clem has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Commonwealth Financial Network is an advisory business that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets under management between its 585,629 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth clients who have greater than $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. Financial advisory fees usually vary depending on the services. However, fees charged by Commonwealth Financial Network most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Commonwealth Financial Network Brokerage Details
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
Laura Clem Work History
Laura has been registered as a financial advisor for 3 years.*
Commonwealth Financial Network
Cuso Financial Services, Lp
*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.
Please visit the SEC profile of Laura Clem 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
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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 firstname.lastname@example.org.
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