Commonwealth Financial Network
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About this Advisor
Richard Robb is a certified financial planner based out of Peabody, Massachusetts, with 28 years in the industry. Robb is an advisor for Commonwealth Financial Network. Throughout their career, Robb has worked at Commonwealth Equity Services, Inc and Capital Management Partners. Robb has a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Massachusetts. Commonwealth Financial Network is a registered investment business operating in Peabody, Massachusetts. The company has offices in 1,090 locations and a total of 3,200 employees. It administers $81 billion in total assets between its 335,560 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 223 charities and foundations. Of its 335,560 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. The company has 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. Financial management fees usually vary depending on which service is offered. However, fee types charged by Commonwealth Financial Network most likely consist of some combination 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
Richard Robb Work History
Richard has 28 years of experience.
Capital Management Partners
Commonwealth Equity Services, Inc
Richard Robb has disclosures.
Please visit their SEC profile for more details.
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