Commonwealth Financial Network
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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
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
Joseph Matza Work History
Joseph has 21 years of experience.
Murphy Matza Wealth Management
Commonwealth Financial Network
Ids Life Insurance Company
American Express Financial Advisors Inc
Joseph Matza has disclosures.
Please visit their SEC profile for more details.