Commonwealth Financial Network
About this Advisor
Robert Moore is a certified financial planner and chartered financial consultant who works in Troy, Michigan, who has been in the financial industry for 10 years. Moore is currently employed by Commonwealth Financial Network. During their career, the advisor has held roles at Metlife Securities Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Metropolitan Life Insurance Company, Commonwealth Financial Network and Center For Wealth Management. Moore holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Commonwealth Financial Network is a company that has its headquarters in Troy, Michigan. The company has offices in 1,090 locations and a total of 3,400 people on staff. It oversees $111 billion in assets among its 436,517 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 277 charitable organizations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network provides 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 for financial management largely are based on the financial services. However, fee types charged by Commonwealth Financial Network can be comprised of 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
Robert Moore Work History
Robert has 10 years of experience.
Commonwealth Financial Network
Center For Wealth Management
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Metlife Securities Inc
Metropolitan Life Insurance Company
Robert Moore has disclosures.
Please visit their SEC profile for more details.
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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.