Richard
Quirion
Commonwealth Financial Network
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About this Advisor
Richard Quirion is a certified financial planner operating out of Bloomfield, Connecticut with 1 year of relevant experience. Quirion currently works for Commonwealth Financial Network. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Commonwealth Financial Network and Arq Financial Group, LLC. Quirion holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in assets under management among its 585,629 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Commonwealth Financial Network has 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 management fee schedules typically vary depending on the financial services. Fee types charged by Commonwealth Financial Network can include some combination 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
Richard Quirion Work History
Richard has been registered as a financial advisor for 1 years.*
Commonwealth Financial Network
Arq Financial Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Richard Quirion 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
