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 based in New Bern, North Carolina. Currently an advisor with Commonwealth Financial Network, Eyre has 11 years of practice as an investment advisor. Eyre maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Eyre is able to advise investors in North Carolina. Throughout their career, Eyre has worked at Commonwealth Financial Network, Symmetry Financial and Murphy Matza Wealth Management. Commonwealth Financial Network is based out of New Bern, North Carolina, and has 1,090 brick-and-mortar locations throughout the United States. As a company, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Commonwealth Financial Network offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

Yes

Office Location

3107 Trent Road
New Bern, NC 28562

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

NC Average: 118
Total Number of Accounts

436,517

NC Average: 4,567
Average Account Size

$255,295

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

Paul Eyre Work History

Paul has 11 years of experience.

2013 - Present (8 years)

Murphy Matza Wealth Management

2009 - Present (12 years)

Commonwealth Financial Network

2009 - 2013 (4 years)

Symmetry Financial

Disclosures

Paul Eyre has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Timothy Schoeffler
Washington, DC
Stephan Hess
Harrisonburg, VA
Susan Hill
Overland Park, KS
John Farrell
Waltham, MA
Todd Mclaughlin
Eugene, OR
Sabrina Sala
Saint Paul, MN
George Watson
Columbia, MD

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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