Commonwealth Financial Network
About this Advisor
Daniel Sparta is a certified financial planner whose office is in Burlington, Massachusetts. Currently a registered investment advisor with Commonwealth Financial Network, they have accumulated 10 years of professional experience in the financial advisory industry. Sparta has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Sparta is registered to operate in Massachusetts. Sparta has gained experience at Northeast Financial Services, Commonwealth Financial Network and Axial Financial Group. Commonwealth Financial Network is based out of Burlington, Massachusetts, and operates out of 1,090 locations in the country. As a company, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network provides 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's fees may include 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
Daniel Sparta Work History
Daniel has 10 years of experience.
Axial Financial Group
Commonwealth Financial Network
Northeast Financial Services
Daniel Sparta has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
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.