Philip
Davis
Commonwealth Financial Network
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About this Advisor
Philip Davis is a financial advisor based in Boston, Massachusetts, working with Commonwealth Financial Network. Philip has previously held a position at Kauffman And Davis Pc and is registered to provide services in Massachusetts. Currently, Philip is part of Commonwealth Financial Network, which operates out of Boston, 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.
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Philip Davis Work History
Kauffman And Davis Pc
Disclosures
Please visit the SEC profile of Philip Davis 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
Keene, NH
Northfield, MA
Brentwood, TN
Berwyn, PA
Rochester, NY
Allentown, PA
Washington, DC
Glastonbury, CT
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