Daniel
Tinsley

Commonwealth Financial Network

CRD#6132761
Investment Advisor
in Marlborough, MA

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About this Advisor

Daniel Tinsley is a financial advisor based in Marlborough, Massachusetts, working with Commonwealth Financial Network. Daniel has previously held positions at New England Securities, Metlife Securities Inc, and Commonwealth Financial Network. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Daniel is part of Commonwealth Financial Network, which operates out of Marlborough, 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

Series 63, Series 65

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

400 Donald Lynch Blvd Ste 103
Marlborough, MA 01752

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MA Average: 118
Total Number of Accounts

623,075

MA Average: 4,567
Average Account Size

$284,126

MA 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

Daniel Tinsley Work History

2016 - Present (8 years)

Commonwealth Financial Network

2015 - 2016 (1 year)

Metlife Securities Inc

2012 - 2016 (4 years)

New England Securities

Disclosures

Please visit the SEC profile of Daniel Tinsley 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Shelley Teskey
Dallas, TX
Jeffrey Brannon
Saint Paul, MN
Ryan Sokolowski
Ludlow, MA
Robert Holden
New York, NY
Renee Bilodeau
Glastonbury, CT
Joanne Astle
Portland, OR

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