Commonwealth Financial Network

Investment Advisor
in Raleigh, NC
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About this Advisor

Joseph Matza is a certified financial planner who works in Raleigh, North Carolina, with 21 years of professional experience. Matza is currently employed by Commonwealth Financial Network. Matza has gained experience at Ids Life Insurance Company, American Express Financial Advisors Inc, Symmetry Financial, Commonwealth Financial Network and Murphy Matza Wealth Management. Matza holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Commonwealth Financial Network is a financial advisory business based in Raleigh, North Carolina. The firm has offices in 1,090 locations and a total of 3,200 financial advisors. It administers $81 billion in assets under management between its 335,560 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 223 charitable organizations. Of its 335,560 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network provides a number 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. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 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

5540 Centerview Drive Suite 310
Raleigh, NC 27606

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management


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


NC Average: 118
Total Number of Accounts


NC Average: 4,567
Average Account Size


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

Joseph Matza Work History

Joseph has 21 years of experience.

2013 - Present (6 years)

Murphy Matza Wealth Management

2009 - Present (10 years)

Commonwealth Financial Network

2009 - 2013 (4 years)

Symmetry Financial

1997 - 2009 (12 years)

Ids Life Insurance Company

1997 - 2009 (12 years)

American Express Financial Advisors Inc


Joseph Matza has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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