Benjamin
Zajac
Commonwealth Financial Network
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About this Advisor
Benjamin Zajac is a certified financial planner who works in Exton, Pennsylvania who has 2 years of industry experience. Zajac is an employee of Commonwealth Financial Network. Throughout their career, they have worked at Simone Financial Services, Capital Analysts, Lincoln Investment, Commonwealth Financial Network and Zajac Group. Zajac holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets under management among its 585,629 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network provides a broad assortment 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 usually vary depending on the services provided. Fees billed by Commonwealth Financial Network can consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Benjamin Zajac Work History
Benjamin has been registered as a financial advisor for 2 years.*
Commonwealth Financial Network
Zajac Group
Lincoln Investment
Capital Analysts
Simone Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Zajac to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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