Joelle
Spear

Commonwealth Financial Network

CRD#3113487
Investment Advisor
in Framingham, MA

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About this Advisor

Joelle Spear is a certified financial planner operating in Framingham, Massachusetts, with 10 years of work experience. Spear is on the advisory team at Commonwealth Financial Network. Over the course of their career, Spear has held roles at Canby Financial Advisors, Coldwell Banker, Globoforce Inc and Commonwealth Financial Network. Spear holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to work in Massachusetts. Commonwealth Financial Network is an advisory company operating in Framingham, Massachusetts. The company has offices in 1,090 locations and a total of 3,400 employees. It oversees $111 billion in total assets across its 436,517 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 277 charitable organizations. Of its 436,517 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a broad assortment 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. A financial advisor's fees usually are based on the type of services offered. However, fees billed by Commonwealth Financial Network may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

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

Disclosures

No

Office Location

161 Worcester Road Suite 408
Framingham, MA 01701

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

MA Average: $3,506,186

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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

Joelle Spear Work History

Joelle has 10 years of experience.

2014 - Present (7 years)

Canby Financial Advisors

2014 - Present (7 years)

Commonwealth Financial Network

2013 - 2014 (1 year)

Globoforce Inc

2010 - 2013 (3 years)

Coldwell Banker

Disclosures

Joelle Spear has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Christopher Puzio
San Dimas, CA
Andrew Schumacher
Winthrop Harbor, IL
Robert Ford
Meridian, MS
Patricia Shyman
Phoenix, AZ
Jordan Walling
Duluth, MN
Paul Parsons
Dedham, MA
Michael Williams
Dallas, TX

This content was compiled from the SEC and FINRA.

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.

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