Paul
Eyre

Commonwealth Financial Network

CRD#2883967
Investment Advisor
in New Bern, NC

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About this Advisor

Paul Eyre is a financial advisor operating in New Bern, North Carolina with a total of 14 years of relevant experience. Eyre is currently employed by Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network, Symmetry Financial and Murphy Matza Wealth Management. Eyre has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Commonwealth Financial Network is a registered investment business operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets between its 585,629 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a diverse array 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 largely vary depending on the type of services offered. However, fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

3107 Trent Road
New Bern, NC 28562

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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

Paul Eyre Work History

Paul has been registered as a financial advisor for 14 years.*

2013 - Present (11 years)

Murphy Matza Wealth Management

2009 - Present (15 years)

Commonwealth Financial Network

2009 - 2013 (4 years)

Symmetry Financial

*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 Paul Eyre 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
Erin Dicarlo
Wilmington, MA
Alejandro Biagiotti
Bedford, NH
Laura Clem
San Diego, CA
Mark Kutzke
Rochester, MN
Shelby Trinkino
Littleton, CO
Stephanni Sharp
San Diego, CA
Tyler Price
Kennewick, WA

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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