Commonwealth Financial Network
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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
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
Thomas Dexter Work History
Thomas has 12 years of experience.
Commonwealth Financial Network
Wells Fargo Advisors LLC
Thomas Dexter has no disclosures.
Please visit their SEC profile for more details.
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