Emily
Promise

Commonwealth Financial Network

CRD#6752014
Investment Advisor
in High Point, NC

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About this Advisor

Emily Promise is a financial advisor operating in High Point, North Carolina with 5 years of relevant experience. Promise is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Blakely Financial, Inc, Commonwealth Financial Network, School and Goldman Sachs. Promise maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Massachusetts and North Carolina. Commonwealth Financial Network is a financial advisory business based in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in total assets among its 585,629 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a wide 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 depend on the type of services. Fees billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

1022 Hutton Lane Suite 109
High Point, NC 27262

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

NC Average: 118
Total Number of Accounts

585,629

NC Average: 4,567
Average Account Size

$249,965

NC 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

Emily Promise Work History

Emily has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2018 - Present (6 years)

Blakely Financial, Inc

2007 - Present (17 years)

School

2018 - 2018 (< 1 year)

Goldman Sachs

2017 - 2018 (1 year)

Blakely Financial, Inc

2017 - 2018 (1 year)

Commonwealth Financial Network

*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 Emily Promise 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
Courtney Baxter
Douglas, WY
Alexander Greer
Cary, NC
Shelby Trinkino
Littleton, CO
Dana Byquist
Saint Louis, MO
Amy Deer
Burlington, MA
Furooz Jafari Zadeh
Waltham, MA
Matthew Hamilton
Vero Beach, FL

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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