Thomas
Dexter

Commonwealth Financial Network

CRD#4712653
Investment Advisor
in Peabody, MA

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About this Advisor

Thomas Dexter is a certified financial planner who lives in Peabody, Massachusetts. Currently a registered advisor at Commonwealth Financial Network, Dexter has 11 years of work experience. Dexter has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Dexter is able to advise investors in Massachusetts. Throughout their career, they have worked at Wells Fargo Advisors LLC and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and operates out of 1,090 other offices across the country. In total, Commonwealth Financial Network oversees $85 billion in assets dispersed across 388,288 accounts and employs more than 3,350 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 379,505 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network can offer 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

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

Thomas Dexter Work History

Thomas has 12 years of experience.

2015 - Present (5 years)

Commonwealth Financial Network

2008 - 2015 (7 years)

Wells Fargo Advisors LLC

Disclosures

Thomas Dexter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joanne Mungall
San Jose, CA
Karen Tupitza
Fairfax, VA
Daniel Flanagan
Framingham, MA
Brian Bean
Norfolk, VA
Brendan Stringer
Arlington, VA
Charles Carter
Phoenix, AZ
Ryan Sant
Lynnwood, WA

This content was compiled from the SEC and FINRA.

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