Robert
Haley

Commonwealth Financial Network

CRD#1059553
Investment Advisor
in Portland, OR
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About this Advisor

Robert Haley is a certified financial planner who works out of Portland, Oregon. Currently an advisor at Commonwealth Financial Network, Haley has an impressive 26 years of practice as a financial advisor. Haley has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Haley is registered to operate based out of Oregon. Throughout their career, they have worked at Advanced Wealth Management, Advanced Asset Management and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Portland, Oregon, and operates out of 1,090 other locations in the nation. As a registered investment advisory firm, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 client accounts and employs more than 3,200 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 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

10220 Sw Greenburg Road Suite 210
Portland, OR 97223

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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

Robert Haley Work History

Robert has 26 years of experience.

2004 - Present (15 years)

Advanced Wealth Management

1999 - Present (20 years)

Commonwealth Financial Network

1992 - Present (27 years)

Advanced Asset Management

Disclosures

Robert Haley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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