Wayne
Richardson

Commonwealth Financial Network

CRD#5499589
Investment Advisor
in Waltham, MA

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About this Advisor

Wayne Richardson is a financial advisor operating out of Waltham, Massachusetts, who has been in the financial industry for 10 years. Richardson is an employee of Commonwealth Financial Network. During their career, Richardson has held roles at Massmutual Financial Group, Mml Investors Services, Inc and Commonwealth Financial Network. Richardson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Commonwealth Financial Network is an advisory business headquartered in Waltham, Massachusetts. It has offices in 1,090 locations and a total of 3,400 advisors. It oversees $111 billion in assets among its 436,517 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 277 charitable organizations. Of its 436,517 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, including 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 charged by financial advisors usually depend on the type of financial services offered. However, fee types billed by Commonwealth Financial Network may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

One University Office Park 29 and 95 Sawyer Road
Waltham, MA 02453

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

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

Wayne Richardson Work History

Wayne has 10 years of experience.

2015 - Present (6 years)

Commonwealth Financial Network

2010 - 2015 (5 years)

Massmutual Financial Group

2010 - 2015 (5 years)

Mml Investors Services, Inc

Disclosures

Wayne Richardson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Craig Castanos
San Diego, CA
Kris Maleski
Rockville, MD
Richard Lebranti
Burlington, MA
Christin Clohosey
Waltham, MA
David Fedor
West Springfield, MA
Mark Richard
Waltham, MA
Carl Watkins
Sarasota, FL

This content was compiled from the SEC and FINRA.

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.

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