Commonwealth Financial Network
About this Advisor
Joelle Spear is a certified financial planner based out of Framingham, Massachusetts, with a total of 12 years of professional experience. Spear works at Commonwealth Financial Network. Throughout their career, Spear has worked at Canby Financial Advisors, Coldwell Banker, Globoforce Inc and Commonwealth Financial Network. Spear has Series 66 and Series 63 licenses, certifying them as a securities broker, and is able to operate in Massachusetts. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Framingham, Massachusetts. The company has offices in 1,275 locations and a total of 4,000 financial advisors. It administers $162 billion in assets between its 540,172 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 432 charities and foundations. Of its 540,172 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Commonwealth Financial Network provides a wide range of services, such as 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. Fees for financial advice are based on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely consist of 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
Joelle Spear Work History
Joelle has 12 years of experience.
Canby Financial Advisors
Commonwealth Financial Network
Joelle Spear has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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.