Commonwealth Financial Network
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About this Advisor
Robert Crosland is a certified financial planner based in Starkville, Mississippi with a total of 13 years of industry experience. Crosland is an advisor for Commonwealth Financial Network. During their career, Crosland has held roles at Commonwealth Financial Network and Crosland Wealth Management, Inc. Crosland has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Mississippi. Commonwealth Financial Network is a firm based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It handles $146 billion in assets under management between its 585,629 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a diverse assortment 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 usually are based on which services are provided. Fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Commonwealth Financial Network Brokerage Details
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 been registered as a financial advisor for 13 years.*
Commonwealth Financial Network
Crosland Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Robert Crosland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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