Bradley
Roberts

Commonwealth Financial Network

CRD#2358263
Investment Advisor
in Knoxville, TN

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About this Advisor

Bradley Roberts is a financial advisor operating in Knoxville, Tennessee, with a total of 10 years of experience as a financial advisor. Roberts works at Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network. Roberts has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Commonwealth Financial Network is a financial advisory company that has its headquarters in Knoxville, Tennessee. The company has offices in 1,090 locations and a total of 3,400 financial advisors. It oversees $111 billion in assets across its 436,517 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 277 charities and foundations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. Commonwealth Financial Network has a wide 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. Financial advisory fees largely depend on which services are offered. Fees charged by Commonwealth Financial Network most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

9221 Middlebrook Pike Suite 101
Knoxville, TN 37931

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

TN Average: 118
Total Number of Accounts

436,517

TN Average: 4,567
Average Account Size

$255,295

TN 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

Bradley Roberts Work History

Bradley has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Commonwealth Financial Network

Disclosures

Bradley Roberts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Katherine Olson
Sacramento, CA
Joshua Cannata
Roselle, IL
Andrew Widmann
Bowie, MD
Micah Crabdree
Payson, AZ
Magdalena Johndrow
Farmington, CT
Steven Lowe
Glastonbury, CT
Melissa Phillippi
Wilmington, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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

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