Commonwealth Financial Network
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About this Advisor
Theodore Haley is a certified financial planner who works out of Portland, Oregon, who has been in the financial industry for 10 years. Haley is an advisor for Commonwealth Financial Network. Haley has gained experience at Advanced Asset Management, Commonwealth Financial Network and Advanced Wealth Management. Haley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Oregon. Commonwealth Financial Network is an advisory business operating in Portland, Oregon. The firm has offices in 1,090 locations and a total of 3,200 advisors. It controls $81 billion in assets under management across its 335,560 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 223 charities and foundations. Of its 335,560 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers a number of services, including 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 depend on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network likely consist of 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
Theodore Haley Work History
Theodore has 10 years of experience.
Advanced Wealth Management
Commonwealth Financial Network
Advanced Asset Management
Theodore Haley has no disclosures.
Please visit their SEC profile for more details.