William
Hastie
Commonwealth Financial Network
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About this Advisor
William Hastie is a financial advisor working in Salinas, California who has 5 years of industry experience. Hastie currently works for Commonwealth Financial Network. Throughout their career, they have worked at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Hastie Financial Group and Commonwealth Financial Network. Hastie maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Commonwealth Financial Network is a registered investment business that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It has $146 billion in assets across its 585,629 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The company offers a number 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 fee schedules depend on the type of services. However, fee types billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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 Hastie Work History
William has been registered as a financial advisor for 5 years.*
Commonwealth Financial Network
Hastie Financial Group
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
*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 William Hastie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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