Commonwealth Financial Network
About this Advisor
Robert Crosland is a certified financial planner based in Starkville, Mississippi, who has been in the advisory business for 12 years. Crosland is currently employed by Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network and Crosland Wealth Management, Inc. Crosland maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Mississippi. Commonwealth Financial Network is a registered investment company that has its headquarters in Starkville, Mississippi. The firm has offices in 1,275 locations and a total of 4,000 financial advisors. It controls $162 billion in total assets across its 540,172 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 432 charitable organizations. Of its 540,172 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers 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. Fees for financial advice typically depend on which service is offered. However, fees billed by Commonwealth Financial Network most likely consist 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 Crosland Work History
Robert has 12 years of experience.
Commonwealth Financial Network
Crosland Wealth Management, Inc
Robert Crosland has no 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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.