Commonwealth Financial Network

Investment Advisor
in Washington, DC

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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

Series 63, Series 65

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



Office Location

800 Maine Ave Sw Suite 200
Washington, DC 20024

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management


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


DC Average: 118
Total Number of Accounts


DC Average: 4,567
Average Account Size


DC 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

Paul Trinh Work History

Paul has 10 years of experience.

2020 - Present (2 years)

Commonwealth Financial Network

2019 - 2019 (< 1 year)

Mml Investors Services

2018 - 2019 (1 year)


2014 - 2017 (3 years)

University Of Maryland

2010 - 2014 (4 years)

Wootton High School


Paul Trinh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Stone
Carrollton, GA
Michael Dozois
San Diego, CA
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Paul Kim
Great Neck, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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