Geoffrey
Mccarthy
Commonwealth Financial Network
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About this Advisor
Geoffrey Mccarthy is a financial advisor who works in Concord, Massachusetts who has 4 years of industry experience. Mccarthy is currently employed by Commonwealth Financial Network. During their career, the advisor has held roles at Lpl Financial, Commonwealth Financial Network and Peloton Wealth Management. Mccarthy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Commonwealth Financial Network is an advisory business headquartered in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in total assets between its 585,629 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a diverse set of services, including 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 typically vary depending on the type of services provided. Fee types charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$146,387,007,862
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4,300
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
585,629
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$249,965
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
Geoffrey Mccarthy Work History
Geoffrey has been registered as a financial advisor for 4 years.*
Commonwealth Financial Network
Peloton Wealth Management
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Geoffrey Mccarthy 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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