Commonwealth Financial Network
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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Tomren Wealth Management
The Strategic Financial Alliance, Inc
Mark O'Brien has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Great Neck, NY
San Diego, CA
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.