Commonwealth Financial Network
About this Advisor
Paul Trinh is a financial advisor based out of Washington, District Of Columbia, who has been in the financial industry for 10 years. Trinh is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Massmutual, Mml Investors Services, University Of Maryland, Wootton High School and Commonwealth Financial Network. Trinh holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in District Of Columbia and Maryland. Commonwealth Financial Network is an advisory company based out of Washington, District of Columbia. It has offices in 1,090 locations and a total of 3,400 employees. It oversees $111 billion in assets across its 436,517 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 277 charitable organizations. Of its 436,517 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. Commonwealth Financial Network has a broad assortment 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 largely are based on which services are offered. However, fees billed by Commonwealth Financial Network likely include any blend 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
Paul Trinh Work History
Paul has 10 years of experience.
Commonwealth Financial Network
Mml Investors Services
University Of Maryland
Wootton High School
Paul Trinh has no disclosures.
Please visit their SEC profile for more details.
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