Brian
Cummings

Commonwealth Financial Network

CRD#5889885
Investment Advisor
in Mount Pleasant, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Cummings is a financial advisor based in Mount Pleasant, South Carolina, working with Commonwealth Financial Network. Brian has previously held positions at Lpl Financial LLC, South State Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Regions Bank, Morris Financial Concepts, Inc, Cummings Wealth Management Group, and Commonwealth Financial Network. Brian has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Brian is part of Commonwealth Financial Network, which operates out of Mount Pleasant, South Carolina. 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 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

1275 Ben Sawyer Blvd
Mount Pleasant, SC 29464

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

SC Average: 118
Total Number of Accounts

623,075

SC Average: 4,567
Average Account Size

$284,126

SC 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

Brian Cummings Work History

2019 - Present (5 years)

Cummings Wealth Management Group

2019 - Present (5 years)

Commonwealth Financial Network

2018 - 2019 (1 year)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Regions Bank

2017 - 2018 (1 year)

Morris Financial Concepts, Inc

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2018 (4 years)

South State Bank

Disclosures

Please visit the SEC profile of Brian Cummings 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
Stephen Gingerella
Waltham, MA
Luke Schroeder
Tempe, AZ
Lewis Martin
Charlottesville, VA
Leo Downing
Natick, MA
Jennifer Lynch
Danvers, MA
Joanne Astle
Portland, OR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started