Kevin
Carbin

Commonwealth Financial Network

CRD#1489347
Investment Advisor
in Auburn, ME

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About this Advisor

Kevin Carbin is a certified financial planner operating in Auburn, Maine who has 20 years of industry experience. Carbin is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Equity Services, Inc, Casco Bay Wealth Advisors and Northeast Bank. Carbin holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Maine. Commonwealth Financial Network is a company operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It oversees $146 billion in total assets among its 585,629 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers 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. A financial advisor's fee schedules are based on which service is provided. Fees charged by Commonwealth Financial Network most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 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

155 Center Street Building G
Auburn, ME 04210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

ME Average: 118
Total Number of Accounts

585,629

ME Average: 4,567
Average Account Size

$249,965

ME 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

Kevin Carbin Work History

Kevin has been registered as a financial advisor for 20 years.*

2013 - Present (11 years)

Casco Bay Wealth Advisors

1996 - Present (28 years)

Commonwealth Equity Services, Inc

1994 - 2013 (19 years)

Northeast Bank

*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 Kevin Carbin 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
Stephen Cefalu
Jacksonville, FL
John Cronin
East Syracuse, NY
Tyler Price
Kennewick, WA
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephanni Sharp
San Diego, CA
Samuel Rich
Waltham, MA

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.

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