Maureen
Maguire

Commonwealth Financial Network

CRD#1432420
Investment Advisor
in San Diego, CA
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About this Advisor

Maureen Maguire is a certified financial planner based out of San Diego, California, who has been in the advisory business for 25 years. Maguire is on the advisory team at Commonwealth Financial Network. The advisor has gained experience at Commonwealth Financial Network and Protected Investors Of America. Maguire has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Commonwealth Financial Network is a business headquartered in San Diego, California. It has offices in 1,090 locations and a total of 3,200 employees. It controls $81 billion in total assets among its 335,560 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 223 charities and foundations. Of its 335,560 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. The business 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. Fees charged by financial advisors vary depending on the financial services provided. However, fees charged by Commonwealth Financial Network most likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 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

110 West A Street Suite 1800 (18Th Floor)
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

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

Maureen Maguire Work History

Maureen has 25 years of experience.

2014 - Present (5 years)

Commonwealth Financial Network

1993 - 2014 (21 years)

Protected Investors Of America

Disclosures

Maureen Maguire has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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