Timothy
Hall

Commonwealth Financial Network

CRD#6890475
Investment Advisor
in Olean, NY

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About this Advisor

Timothy Hall is a financial advisor who works out of Olean, New York with a total of 1 year of relevant experience. Hall is on the advisory team at Commonwealth Financial Network. During their career, the advisor has held roles at Edward Jones, Southern Tier Electric Supply, Maynard'S Electric Supplu, Commonwealth Financial Network and Cedarwood Financial Partners. Hall holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Commonwealth Financial Network is a company operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets under management between its 585,629 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. Commonwealth Financial Network offers a broad range 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 management fee schedules largely depend on which service is provided. Fees charged by Commonwealth Financial Network can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

516 Main Street
Olean, NY 14760

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

NY Average: 118
Total Number of Accounts

585,629

NY Average: 4,567
Average Account Size

$249,965

NY 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

Timothy Hall Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Cedarwood Financial Partners

2018 - 2022 (4 years)

Edward Jones

2015 - 2017 (2 years)

Southern Tier Electric Supply

2009 - 2014 (5 years)

Maynard'S Electric Supplu

*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 Timothy Hall 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

Fred Scheffner
Salt Lake City, UT
Laura Clem
San Diego, CA
Alejandro Biagiotti
Bedford, NH
Stephanni Sharp
San Diego, CA
Jason Wright
Saint George, UT
Tyler Price
Kennewick, WA
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, NY

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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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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