Justin
Williamson

Commonwealth Financial Network

CRD#4458597
Investment Advisor
in Troy, MI

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About this Advisor

Justin Williamson is a certified financial planner working out of Troy, Michigan, who has been in the advisory business for 12 years. Williamson is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Metlife Securities Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Commonwealth Financial Network and Center For Wealth Management. Williamson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Commonwealth Financial Network is a registered investment firm that has its headquarters in Troy, Michigan. The company has offices in 1,275 locations and a total of 4,000 financial advisors. It oversees $162 billion in assets between its 540,172 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 432 charities and foundations. Of its 540,172 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a number 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 advisory fees typically depend on which service is offered. However, fees billed by Commonwealth Financial Network most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

2950 West Square Lake Road Suite 100
Troy, MI 48098

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

MI Average: 118
Total Number of Accounts

540,172

MI Average: 4,567
Average Account Size

$299,632

MI 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

Justin Williamson Work History

Justin has 12 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Center For Wealth Management

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Mass Mutual Life Insurance Company

2010 - 2017 (7 years)

Metlife Securities Inc

Disclosures

Justin Williamson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Raegan Arrington
Dallas, TX
H. Hughes
Cary, NC
Brendan Speers
Plymouth Meeting, PA
Stephen Gingerella
Waltham, MA
Frank Fitzgerald
Dover, DE
Adam Peters
Roanoke, VA
Ryan Swenson
Jupiter, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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