Commonwealth Financial Network
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
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
Elevia Hearne Work History
Elevia has 15 years of experience.
Murphy Matza Wealth Management
Commonwealth Financial Network
Elevia Hearne has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.