Commonwealth Financial Network
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About this Advisor
Charles Morris is a certified financial planner and chartered financial consultant whose office is in Denver, Colorado. Currently an advisor with Commonwealth Financial Network, Morris has a notable 36 years of experience as an investment advisor. Morris has a Series 63 license, designating the advisor as a securities representative. Morris is registered to advise customers in Arizona, Colorado and Mississippi. Throughout their career, they have worked at Manufacturers Life Insurnace Co, John Hancock Mutual Life Ins. Co, Connecticut Mutual Life Insurance Co, Summit Wealth Group, Inc and Commonwealth Financial Network. Commonwealth Financial Network is located in Denver, Colorado, and operates out of 1,090 additional brick-and-mortar locations in the United States. As a registered advisory firm, Commonwealth Financial Network oversees $81 billion in assets across 335,560 client accounts and retains more than 3,200 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Commonwealth Financial Network can provide 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. The firm's fees may include 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
Charles Morris Work History
Charles has 36 years of experience.
Commonwealth Financial Network
Summit Wealth Group, Inc
Manufacturers Life Insurnace Co
Connecticut Mutual Life Insurance Co
John Hancock Mutual Life Ins. Co
Charles Morris has no disclosures.
Please visit their SEC profile for more details.