Scott
Wilson
Commonwealth Financial Network
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About this Advisor
Scott Wilson is a financial advisor based in Saint Peters, Missouri with 7 years of relevant experience. Wilson is an advisor for Commonwealth Financial Network. During their career, the advisor has held roles at U.S. Bancorp Investments, Inc, Commonwealth Financial Network and Compass Financial. Wilson has a Series 63 license, which qualifies them as a securities broker, and can work in Missouri. Commonwealth Financial Network is a financial advisory firm operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in assets across its 585,629 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. Commonwealth Financial Network offers a diverse array 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. Financial advisory fees typically depend on the services provided. However, fees charged by Commonwealth Financial Network most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Scott Wilson Work History
Scott has been registered as a financial advisor for 7 years.*
Commonwealth Financial Network
Compass Financial
U.S. Bancorp Investments, 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.
Disclosures
Please visit the SEC profile of Scott Wilson 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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