Mark
O'Brien

Commonwealth Financial Network

CRD#5408502
Investment Advisor
in Larkspur, CA

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About this Advisor

Mark O'Brien is a certified financial planner who works out of Larkspur, California, who has been in the advisory business for 10 years. O'Brien works at Commonwealth Financial Network. Throughout their career, they have worked at The Strategic Financial Alliance, Inc, Commonwealth Financial Network and Tomren Wealth Management. O'Brien holds a Series 66 license, certifying 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 that has its headquarters in Larkspur, California. The firm has offices in 1,090 locations and a total of 3,400 financial advisors. It manages $111 billion in assets across its 436,517 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 277 charitable organizations. Of its 436,517 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number 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. Financial management fee schedules usually depend on which services are offered. However, fee types charged by Commonwealth Financial Network can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

2200 Larkspur Landing Circle Suite 101
Larkspur, CA 94939

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

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

Mark O'Brien Work History

Mark has 10 years of experience.

2019 - Present (2 years)

Commonwealth Financial Network

2019 - Present (2 years)

Tomren Wealth Management

2010 - 2019 (9 years)

The Strategic Financial Alliance, Inc

Disclosures

Mark O'Brien has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

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

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