Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Jm Financial Strategies
Pizza Systems Inc
Terence Tunnell has no disclosures.
Please visit their SEC profile for more details.