Commonwealth Financial Network
About this Advisor
Christopher Richey is a financial advisor in New Bern, North Carolina. Currently a registered financial advisor at Commonwealth Financial Network, they have accumulated 12 years of work experience as a financial advisor. Richey has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Richey is registered to work with clients based out of North Carolina. Throughout their career, Richey has worked at Nautilus Wealth Management, LLC and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in New Bern, North Carolina, and has 1,090 other locations in the country. In total, Commonwealth Financial Network manages $111 billion in assets covering 436,517 accounts and retains more than 3,400 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Christopher Richey Work History
Christopher has 12 years of experience.
Nautilus Wealth Management, LLC
Commonwealth Financial Network
Christopher Richey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.