Commonwealth Financial Network
About this Advisor
Mark Mcevily is a financial advisor whose office is in Dayton, Ohio. Currently a registered investment advisor at Commonwealth Financial Network, Mcevily has 10 years of professional experience in the financial advisory industry. Mcevily has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Mcevily is registered to act as a financial advisor in Ohio. Over the course of their career, they have held roles at Jessup Wealth Management, Flyer Enterprises, Charles Schwab, University Of Dayton Campus Recreation, Dhd Ventures, Cobblestone Creek Country Club, Abercrombie And Fitch Co, Mark'S Pizzeria and Commonwealth Financial Newtork. Commonwealth Financial Network is based out of Dayton, Ohio, and operates out of 1,090 additional locations in the United States. Overall, Commonwealth Financial Network oversees $111 billion in assets covering 436,517 accounts and employs more than 3,400 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network provides 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 may charge clients 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
Mark Mcevily Work History
Mark has 10 years of experience.
Commonwealth Financial Newtork
Jessup Wealth Management
University Of Dayton Campus Recreation
Abercrombie And Fitch Co
Cobblestone Creek Country Club
Mark Mcevily has no disclosures.
Please visit their SEC profile for more details.
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