Christopher
Richey

Commonwealth Financial Network

CRD#4664319
Investment Advisor
in New Bern, NC

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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

Series 63, Series 65

Years of Experience

12 years

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

Disclosures

No

Office Location

602 Pollock Street
New Bern, NC 28562

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

NC Average: 118
Total Number of Accounts

436,517

NC Average: 4,567
Average Account Size

$255,295

NC Average: $3,506,186

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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.

2008 - Present (13 years)

Nautilus Wealth Management, LLC

2008 - Present (13 years)

Commonwealth Financial Network

Disclosures

Christopher Richey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Andrew Widmann
Bowie, MD
Melinda Pakulski
Williston, VT
Avigail Curry
Anchorage, AK
John Farrell
Waltham, MA
Jordan Walling
Duluth, MN
Wayne Richardson
Waltham, MA

This content was compiled from the SEC and FINRA.

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.

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