Christopher
Peterson
Commonwealth Financial Network
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About this Advisor
Christopher Peterson is a financial advisor based in Millis, Massachusetts, working with Commonwealth Financial Network. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Digital Federal Credit Union, Rtn Federal Credit Union, Bank Of America, N.A, Edward Jones, Middlesex Financial Group, and Commonwealth Financial Network. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Christopher is part of Commonwealth Financial Network, which operates out of Millis, Massachusetts. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Christopher Peterson Work History
Middlesex Financial Group
Commonwealth Financial Network
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Digital Federal Credit Union
Rtn Federal Credit Union
Disclosures
Please visit the SEC profile of Christopher Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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