Normand
Poulin

Commonwealth Financial Network

CRD#2696609
Investment Advisor
in Falmouth, ME

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About this Advisor

Normand Poulin is a financial advisor working out of Falmouth, Maine who has 6 years of industry experience. Poulin is an employee of Commonwealth Financial Network. Over the course of their career, Poulin has held roles at The Guardian Life Insurance Company, Commonwealth Equity Services, Inc, Northeast Bank and Casco Bay Wealth Advisors. Poulin maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Maine. Commonwealth Financial Network is a business based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets among its 585,629 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network provides 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 fees usually depend on the financial services offered. Fees billed by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

5 Fundy Rd Suite 2C
Falmouth, ME 04105

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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

Normand Poulin Work History

Normand has been registered as a financial advisor for 6 years.*

2013 - Present (11 years)

Casco Bay Wealth Advisors

1998 - Present (26 years)

Commonwealth Equity Services, Inc

1995 - Present (29 years)

The Guardian Life Insurance Company

1998 - 2013 (15 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 Normand Poulin 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
John Blood
Austin, TX
Lori Johndrow
West Hartford, CT
Patrick Bria
Durham, NC
Victor Maldonado
Bowie, MD
Edith Meyer
Carnegie, PA
Thomas Deichert
Poulsbo, WA
Katsiaryna Quandt
Franklin, TN

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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