Blake
Asbury

Commonwealth Financial Network

CRD#6156328
Investment Advisor
in Alpharetta, GA

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About this Advisor

Blake Asbury is a financial advisor working in Alpharetta, Georgia, with 5 years of relevant experience. Asbury is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Fsc Securities Corporation, Commonwealth Financial Network and A Better Financial Group Inc. Asbury maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Commonwealth Financial Network is a firm that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in assets under management among its 585,629 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. Commonwealth Financial Network performs 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 fees typically are based on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

2650 Holcomb Bridge Road Bldg 650
Alpharetta, GA 30022

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

GA Average: 118
Total Number of Accounts

585,629

GA Average: 4,567
Average Account Size

$249,965

GA Average: $3,506,186

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

Blake Asbury Work History

Blake has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2018 - Present (6 years)

A Better Financial Group Inc

2013 - 2018 (5 years)

Fsc Securities Corporation

*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 Blake Asbury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Christopher Mitchell
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Jason Wright
Saint George, UT
Blake Asbury
Alpharetta, GA
Seth Penney
Iowa City, IA
Samuel Rich
Waltham, MA
Tyler Price
Kennewick, WA

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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