Kyle
Hagan-Collins
Commonwealth Financial Network
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About this Advisor
Kyle Hagan-Collins is a financial advisor working in Warwick, Rhode Island with a total of 5 years of relevant experience. Hagan-Collins is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Middlesex Financial Group. Hagan-Collins holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Rhode Island. Commonwealth Financial Network is a financial advisory company operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in assets under management between its 585,629 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a diverse range of services, such as 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 for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Commonwealth Financial Network likely are comprised 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
Kyle Hagan-Collins Work History
Kyle has been registered as a financial advisor for 5 years.*
Commonwealth Financial Network
Middlesex Financial Group
*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 Kyle Hagan-Collins 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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