Elevia
Hearne

Commonwealth Financial Network

CRD#4189499
Investment Advisor
in New Bern, NC

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About this Advisor

Elevia Hearne is an investment advisor whose office is in New Bern, North Carolina. Currently a registered financial advisor at Commonwealth Financial Network, they have accumulated 15 years of professional experience in the financial advisory industry. Hearne has Series 63 and Series 66 licenses, designating the advisor as a securities representative. Hearne is registered to work with clients in North Carolina. During their career, the advisor has held roles at Symmetry Financial, Commonwealth Financial Network and Murphy Matza Wealth Management. Commonwealth Financial Network is headquartered in New Bern, North Carolina, and operates out of 1,090 additional brick-and-mortar locations in the United States. As a company, Commonwealth Financial Network manages $111 billion in assets covering 436,517 client accounts and retains more than 3,400 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 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

3107 Trent Road
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

Elevia Hearne Work History

Elevia has 15 years of experience.

2013 - Present (8 years)

Murphy Matza Wealth Management

2011 - Present (10 years)

Commonwealth Financial Network

2005 - 2013 (8 years)

Symmetry Financial

Disclosures

Elevia Hearne has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Dozois
San Diego, CA
Ryan Dignum
Fort Worth, TX
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Corinne Kurucza
Great Neck, NY
William Gaines
Bowie, MD

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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