William
Corder

Commonwealth Financial Network

CRD#4320642
Investment Advisor
in San Diego, CA

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About this Advisor

William Corder is a financial advisor operating in San Diego, California, who has been in the advisory business for 10 years. Corder is on the advisory team at Commonwealth Financial Network. Over the course of their career, Corder has held roles at Commonwealth Financial Network and Manning Wealth Management, Inc. Corder maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Commonwealth Financial Network is a registered investment company headquartered in San Diego, California. The firm has offices in 1,090 locations and a total of 3,400 people on staff. It administers $111 billion in assets under management between its 436,517 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 277 charities and foundations. Of its 436,517 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a broad range 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 fees depend on which services the firm provides the client. However, fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

401 B Street Suite 2300, 2305 and 2340
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

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

William Corder Work History

William has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Manning Wealth Management, Inc

Disclosures

William Corder has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Bullett
North Adams, MA
Richard Hanson
Waltham, MA
Aaron Pearce
San Diego, CA
James Gura
Saint Louis, MO
Evan Pappazisis
Waltham, MA
Bradley Roberts
Knoxville, TN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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

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