Richard
Webb

Commonwealth Financial Network

CRD#4896853
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Richard Webb is a financial advisor based in Pittsburgh, Pennsylvania, working with Commonwealth Financial Network. Richard has previously held positions at Wealth Management Partners and Commonwealth Financial Network. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Richard is part of Commonwealth Financial Network, which operates out of Pittsburgh, Pennsylvania. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

Office Location

C/O Wealth Management Partners,Llc 790 Holiday Drive
Pittsburgh, PA 15220

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

PA Average: 118
Total Number of Accounts

623,075

PA Average: 4,567
Average Account Size

$284,126

PA Average: $3,506,186

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

Richard Webb Work History

2009 - Present (15 years)

Wealth Management Partners

2009 - Present (15 years)

Commonwealth Financial Network

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Luke Schroeder
Tempe, AZ
Michael Williams
Dallas, TX
Roan Sullivan
Old Saybrook, CT
Ryan Sokolowski
Ludlow, MA
Danielle Auriemma
San Diego, CA
Renee Bilodeau
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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