Commonwealth Financial Network
About this Advisor
Christin Clohosey is an investment advisor based in Waltham, Massachusetts. Currently a registered financial advisor with Commonwealth Financial Network, Clohosey has 10 years of professional experience in the financial advisory industry. Clohosey maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Clohosey is registered to advise investors based out of Massachusetts. The advisor has gained experience at Ameriprise Financial, Investors Capital Corporation and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Waltham, Massachusetts, and has 1,090 other locations in the nation. As a registered advisory firm, Commonwealth Financial Network oversees $111 billion in assets dispersed across 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Christin Clohosey Work History
Christin has 10 years of experience.
Commonwealth Financial Network
Investors Capital Corporation
Christin Clohosey has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.