David
Pullin

Commonwealth Financial Network

CRD#1575820
Investment Advisor
in Portland, OR
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About this Advisor

David Pullin is a certified financial planner who works in Portland, Oregon, with 11 years of experience as a financial advisor. Pullin is on the advisory team at Commonwealth Financial Network. Pullin has gained experience at Commonwealth Financial Network and Canyon Financial Group. Pullin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Commonwealth Financial Network is a financial advisory company that has its headquarters in Portland, Oregon. The firm has offices in 1,090 locations and a total of 3,200 people on staff. It administers $81 billion in total assets across its 335,560 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 223 charitable organizations. Of its 335,560 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network provides a number 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. A financial advisor's fee schedules usually are based on the services. However, fees charged by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

No

Office Location

8440 Sw Canyon Lane
Portland, OR 97225

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

OR Average: 118
Total Number of Accounts

388,288

OR Average: 4,567
Average Account Size

$219,462

OR 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

David Pullin Work History

David has 11 years of experience.

2007 - Present (12 years)

Commonwealth Financial Network

2007 - Present (12 years)

Canyon Financial Group

Disclosures

David Pullin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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