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, with 10 years of work experience. Williamson currently works for Commonwealth Financial Network. During their career, Williamson has held roles at Metlife Securities Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Commonwealth Financial Network and Center For Wealth Management. Williamson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Commonwealth Financial Network is a registered investment company that has its headquarters in Troy, Michigan. The firm has offices in 1,090 locations and a total of 3,400 financial advisors. It handles $111 billion in assets among its 436,517 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 277 charitable organizations. Of its 436,517 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. Commonwealth Financial Network has a diverse set 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. Fees charged by financial advisors usually vary depending on which services are provided. However, fees charged by Commonwealth Financial Network most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

2950 West Square Lake Road Suite 100
Troy, MI 48098

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MI Average: 118
Total Number of Accounts

436,517

MI Average: 4,567
Average Account Size

$255,295

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 10 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
James Quinlan
Plymouth, MA
Laura Jastrab
Waltham, MA
George Watson
Columbia, MD
Mark Stephenson
Springfield, OH
Paul Trinh
Washington, DC
Christina Mccalla
Waltham, MA
Keith Blakeman
Scottsdale, AZ

The content in this profile was updated on 08/06/2020, using data 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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