Terence
Tunnell

Commonwealth Financial Network

CRD#5790464
Investment Advisor
in San Diego, CA
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About this Advisor

Terence Tunnell is a certified financial planner who works in San Diego, California, who has been in the advisory business for 31 years. Tunnell is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network, Pizza Systems Inc and Jm Financial Strategies. Tunnell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Commonwealth Financial Network is a financial advisory company that has its headquarters in San Diego, California. The investment advisory business has offices in 1,090 locations and a total of 3,200 advisors. It controls $81 billion in assets under management between its 335,560 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 223 charitable organizations. Of its 335,560 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a diverse array of services, such as 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 fees are based on the type of services offered. However, fee types billed by Commonwealth Financial Network most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

31 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

4550 Kearny Villa Road Suite 201
San Diego, CA 92123

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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

Terence Tunnell Work History

Terence has 31 years of experience.

2010 - Present (9 years)

Commonwealth Financial Network

2010 - Present (9 years)

Jm Financial Strategies

1987 - Present (32 years)

Pizza Systems Inc

Disclosures

Terence Tunnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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