Commonwealth Financial Network
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About this Advisor
John Mouganis is a certified financial planner and chartered financial consultant whose office is in Pittsburgh, Pennsylvania. Currently a registered advisor at Commonwealth Financial Network, they have gathered 16 years of work experience in the financial advisory industry. Mouganis holds a Series 63 license, designating them as a securities representative. Mouganis is able to work with customers in Pennsylvania. Throughout their career, Mouganis has worked at The Monteverde Group, Self/ Insurance Agent and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsburgh, Pennsylvania, and has 1,090 additional brick-and-mortar locations in the United States. As a company, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and employs more than 3,200 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network offers 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 may charge clients 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
John Mouganis Work History
John has 16 years of experience.
Commonwealth Financial Network
Self/ Insurance Agent
The Monteverde Group
John Mouganis has disclosures.
Please visit their SEC profile for more details.