Commonwealth Financial Network
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About this Advisor
Barry Goldberg is a financial advisor who works out of Suffern, New York who has 6 years of relevant experience. Goldberg is currently employed by Commonwealth Financial Network. Over the course of their career, they have held roles at Linsco/Private Ledger Corp, National Planning Corporation and Commonwealth Financial Network. Goldberg has a Series 63 license, designating them as a securities agent, and is registered to operate in North Carolina. Commonwealth Financial Network is a financial advisory company operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets under management between its 585,629 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network performs a wide set 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. A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Commonwealth Financial Network most likely are comprised of 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
Barry Goldberg Work History
Barry has been registered as a financial advisor for 6 years.*
Commonwealth Financial Network
National Planning Corporation
Linsco/Private Ledger Corp
*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 Barry Goldberg 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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