Gregory
Frank

Commonwealth Financial Network

CRD#7228377
Investment Advisor
in Reading, PA

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About this Advisor

Gregory Frank is a financial advisor based out of Reading, Pennsylvania, with a total of 10 years of experience as a financial advisor. Frank is on the advisory team at Commonwealth Financial Network. Over the course of their career, Frank has held roles at Kpmg Llp, Spring Ridge Financial Group LLC and Kog Hill Winery. Frank maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Pennsylvania. Commonwealth Financial Network is a registered investment company that has its headquarters in Reading, Pennsylvania. The investment advisory business has offices in 1,090 locations and a total of 3,400 people on staff. It handles $111 billion in assets between its 436,517 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 277 charities and foundations. Of its 436,517 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. The company provides 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 usually are based on which service is offered. However, fee types charged by Commonwealth Financial Network most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years of Experience

10 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

1210 Broadcasting Road Suite 100
Reading, PA 19610

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

PA Average: $16,012,751,954
Total Number of Employees

3,400

PA Average: 118
Total Number of Accounts

436,517

PA Average: 4,567
Average Account Size

$255,295

PA 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

Gregory Frank Work History

Gregory has 10 years of experience.

2020 - Present (1 year)

Spring Ridge Financial Group LLC

2011 - 2020 (9 years)

Kpmg Llp

2010 - 2011 (1 year)

Kog Hill Winery

Disclosures

Gregory Frank has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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