Harold
Weight

Commonwealth Financial Network

CRD#1433208
Investment Advisor
in Portland, OR
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About this Advisor

Harold Weight is a chartered financial consultant who works in Portland, Oregon, with a total of 43 years of professional experience. Weight is on the advisory team at Commonwealth Financial Network. Throughout their career, Weight has worked at Ing Financial Partners, Inc, Business Men'S Assurance Company Of Amer, Commonwealth Financial Network and Multiplan Financial Services, Inc. Weight maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Commonwealth Financial Network is a registered investment business that has its headquarters in Portland, Oregon. The company has offices in 1,090 locations and a total of 3,200 financial advisors. It administers $81 billion in assets across its 335,560 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 223 charitable organizations. Of its 335,560 customer accounts, just 3% belong to high-net-worth individuals 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. Fees charged by financial advisors typically depend on the type of services offered. However, fee types billed by Commonwealth Financial Network may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

43 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

9999 Sw Wilshire Street Suite 130
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

Harold Weight Work History

Harold has 43 years of experience.

2013 - Present (6 years)

Commonwealth Financial Network

2013 - Present (6 years)

Multiplan Financial Services, Inc

2004 - 2013 (9 years)

Ing Financial Partners, Inc

1975 - 2013 (38 years)

Business Men'S Assurance Company Of Amer

Disclosures

Harold Weight has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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