Commonwealth Financial Network
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About this Advisor
Richard Carlquist is a certified financial planner based out of San Diego, California with 3 years of industry experience. Carlquist is on the advisory team at Commonwealth Financial Network. During their career, the advisor has held roles at Cetera Advisor Networks LLC and Commonwealth Financial Network. Carlquist holds a Series 63 license, which qualifies them as a securities agent, and is able to operate in California. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It handles $146 billion in assets under management among its 585,629 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a broad assortment 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. Fees for financial advice typically depend on the financial services offered. Fee types charged by Commonwealth Financial Network most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Commonwealth Financial Network Brokerage Details
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
Richard Carlquist Work History
Richard has been registered as a financial advisor for 3 years.*
Commonwealth Financial Network
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Richard Carlquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Saint George, UT
New York, NY
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