Natasha
Hui

Commonwealth Financial Network

CRD#6527823
Investment Advisor
in San Diego, CA

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About this Advisor

Natasha Hui is an advisor whose office is in San Diego, California. Currently an investment advisor at Commonwealth Financial Network, Hui has 10 years of professional experience as a financial advisor. Hui holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Hui is registered to act as a financial advisor based out of California. Throughout their career, Hui has worked at Commonwealth Financial Network, Bridgepoint Education and Ashford University. Commonwealth Financial Network is headquartered in San Diego, California, and operates out of 1,090 locations throughout the United States. As a firm, Commonwealth Financial Network oversees $111 billion in assets covering 436,517 client accounts and employs more than 3,400 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network offers 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 66

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

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

$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

Natasha Hui Work History

Natasha has 10 years of experience.

2015 - Present (7 years)

Commonwealth Financial Network

2015 - 2015 (< 1 year)

Bridgepoint Education

2010 - 2015 (5 years)

Ashford University

Disclosures

Natasha Hui has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
James Quinlan
Plymouth, MA
Laura Jastrab
Waltham, MA
George Watson
Columbia, MD
Mark Stephenson
Springfield, OH
Paul Trinh
Washington, DC
Christina Mccalla
Waltham, MA
Keith Blakeman
Scottsdale, AZ

The content in this profile was updated on 08/06/2020, using data 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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