Robert
Ready

Commonwealth Financial Network

CRD#4140598
Investment Advisor
in Bowie, MD

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About this Advisor

Robert Ready is a financial advisor based in Bowie, Maryland, working with Commonwealth Financial Network. Robert has previously held positions at Commonwealth Financial Network and Widmann Financial Services, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Robert is part of Commonwealth Financial Network, which operates out of Bowie, Maryland. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

4321 Northview Drive
Bowie, MD 20716

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MD Average: 118
Total Number of Accounts

623,075

MD Average: 4,567
Average Account Size

$284,126

MD 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

Robert Ready Work History

2001 - Present (23 years)

Commonwealth Financial Network

2001 - Present (23 years)

Widmann Financial Services, Inc

Disclosures

Please visit the SEC profile of Robert Ready 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

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Michael Williams
Dallas, TX
Renee Bilodeau
Glastonbury, CT
Danielle Auriemma
San Diego, CA
Roan Sullivan
Old Saybrook, CT
Maggie Scally
West Chester, PA
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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