Joanne
Astle
Commonwealth Financial Network
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About this Advisor
Joanne Astle is a financial advisor based in Portland, Oregon, working with Commonwealth Financial Network. Joanne has previously held positions at Raymond James & Associates Inc, Commonwealth Financial Network, and Astle Investment Management. Joanne has passed the Series 63 regulatory exam and is registered to provide services in California and Oregon. Currently, Joanne is part of Commonwealth Financial Network, which operates out of Portland, Oregon. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Joanne Astle Work History
Commonwealth Financial Network
Astle Investment Management
Raymond James & Associates Inc
Disclosures
Please visit the SEC profile of Joanne Astle 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
Keene, NH
Northfield, MA
Waltham, MA
Ludlow, MA
Portland, OR
Phoenix, AZ
San Diego, CA
Mason, OH
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