Eric
King

Commonwealth Financial Network

CRD#1385157
Investment Advisor
in Cuyahoga Falls, OH

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About this Advisor

Eric King is a financial advisor based in Cuyahoga Falls, Ohio, working with Commonwealth Financial Network. Eric has previously held positions at My Financial Group, LTD, Transamerica Financial Advisors, Inc, King Financial Services, Signator Investors, Inc, and Commonwealth Financial Network. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Ohio. Currently, Eric is part of Commonwealth Financial Network, which operates out of Cuyahoga Falls, Ohio. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

405 Portage Trail
Cuyahoga Falls, OH 44221

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

OH Average: 118
Total Number of Accounts

623,075

OH Average: 4,567
Average Account Size

$284,126

OH 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

Eric King Work History

2016 - Present (8 years)

Commonwealth Financial Network

1990 - Present (34 years)

King Financial Services

2016 - 2016 (< 1 year)

Signator Investors, Inc

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

2007 - 2022 (15 years)

My Financial Group, LTD

Disclosures

Please visit the SEC profile of Eric King 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
James Everlof
Crum Lynne, PA
Stephen Astle
Portland, OR
Renee Bilodeau
Glastonbury, CT
Shain Steffens
Andover, NJ
Michael Williams
Dallas, TX
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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