James
Trull
Commonwealth Financial Network
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About this Advisor
James Trull is a certified financial planner and chartered financial consultant operating out of Cary, North Carolina with a total of 21 years of industry experience. Trull currently works for Commonwealth Financial Network. During their career, the advisor has held roles at Keystone Financial Partners, Commonwealth Financial Network and Commonwealth Equity Services, Inc. Trull holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Commonwealth Financial Network is a registered investment business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It administers $146 billion in assets across its 585,629 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a number of services, such as 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
James Trull Work History
James has been registered as a financial advisor for 21 years.*
Commonwealth Financial Network
Keystone Financial Partners
Commonwealth Equity Services, Inc
*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 James Trull to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
