Commonwealth Financial Network
About this Advisor
Christina Mccalla is a financial advisor working out of Waltham, Massachusetts, with 10 years of work experience. Mccalla is an employee of Commonwealth Financial Network. They have spent the entirety of their employment at Commonwealth Financial Network. Mccalla holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Commonwealth Financial Network is an advisory business operating in Waltham, Massachusetts. It has offices in 1,090 locations and a total of 3,400 financial advisors. It manages $111 billion in assets across its 436,517 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 277 charities and foundations. Of its 436,517 accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a wide range 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 fee schedules largely depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Christina Mccalla Work History
Christina has 10 years of experience.
Commonwealth Financial Network
Christina Mccalla has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Great Falls, MT
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.