Robert
Crosland

Commonwealth Financial Network

CRD#1918064
Investment Advisor
in Starkville, MS

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About this Advisor

Robert Crosland is a financial advisor based in Starkville, Mississippi, working with Commonwealth Financial Network. Robert has previously held positions at Commonwealth Financial Network and Crosland Wealth Management, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Robert is part of Commonwealth Financial Network, which operates out of Starkville, Mississippi. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Office Location

100 Starr Avenue Suite B
Starkville, MS 39759

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MS Average: 118
Total Number of Accounts

623,075

MS Average: 4,567
Average Account Size

$284,126

MS Average: $3,506,186

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

2010 - Present (14 years)

Commonwealth Financial Network

2010 - Present (14 years)

Crosland Wealth Management, Inc

Disclosures

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.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
James Everlof
Crum Lynne, PA
Derenig Kostikian
Waltham, MA
Shelley Teskey
Dallas, TX
Constance King
Plymouth Meeting, PA
Eli Wynes
Iowa City, IA
Shain Steffens
Andover, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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