Richard
Carlquist

Commonwealth Financial Network

CRD#2648398
Investment Advisor
in San Diego, CA

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Office Location

San Diego, CA

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

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.*

2020 - Present (4 years)

Commonwealth Financial Network

2013 - 2020 (7 years)

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.

Disclosures

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

Fred Scheffner
Salt Lake City, UT
Peter Leonczyk
Ludlow, MA
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephanni Sharp
San Diego, CA
Sean Roche
Waltham, MA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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