Ronald
Smith

Commonwealth Financial Network

CRD#1427096
Investment Advisor
in San Diego, CA
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About this Advisor

Ronald Smith is a chartered financial consultant working out of San Diego, California, with a total of 13 years of professional experience. Smith works at Commonwealth Financial Network. Throughout their career, they have worked at Commonwealth Financial Network and H.S. Financial, Inc. Smith holds a Series 63 license, certifying them as a securities agent, and can advise clients in California. Commonwealth Financial Network is an advisory business that has its headquarters in San Diego, California. The company has offices in 1,090 locations and a total of 3,200 advisors. It handles $81 billion in assets under management between its 335,560 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 223 charities and foundations. Of its 335,560 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Commonwealth Financial Network offers a number 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. Financial advisory fee schedules usually depend on which services are offered. However, fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

13 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

6310 Greenwich Dr. Suite 220
San Diego, CA 92122

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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

Ronald Smith Work History

Ronald has 13 years of experience.

2005 - Present (14 years)

Commonwealth Financial Network

2005 - Present (14 years)

H.S. Financial, Inc

Disclosures

Ronald Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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