Michael
Privett

Commonwealth Financial Network

CRD#2494819
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Privett is an investment advisor whose office is in San Diego, California. Currently a registered advisor with Commonwealth Financial Network, Privett has 10 years of work experience. Privett maintains a Series 63 license, certifying the advisor as a securities broker. Privett can operate based out of California. Throughout their career, Privett has worked at Lpl Financial, The Gensler Group, Commonwealth Financial Network and Manning Wealth Management, Inc. Commonwealth Financial Network is based out of San Diego, California, and has 1,090 other locations in the nation. As a company, Commonwealth Financial Network oversees $81 billion in assets throughout 335,560 client accounts and employs more than 3,200 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Commonwealth Financial Network provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

401 B Street Suite 2300/Suite 2305
San Diego, CA 92101

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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

Michael Privett Work History

Michael has 10 years of experience.

2010 - Present (9 years)

Commonwealth Financial Network

2010 - Present (9 years)

Manning Wealth Management, Inc

2008 - 2010 (2 years)

Lpl Financial

2008 - 2010 (2 years)

The Gensler Group

Disclosures

Michael Privett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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