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 based in Knoxville, Tennessee with 13 years of relevant experience. Roberts is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Legacy Wealth Solutions. Roberts has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Tennessee. Commonwealth Financial Network is an advisory business operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in assets between its 585,629 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, including 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 charged by financial advisors typically depend on which service is offered. Fees charged by Commonwealth Financial Network can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

Office Location

9221 Middlebrook Pike Suite 101
Knoxville, TN 37931

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

TN Average: 118
Total Number of Accounts

585,629

TN Average: 4,567
Average Account Size

$249,965

TN 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

Bradley Roberts Work History

Bradley has been registered as a financial advisor for 13 years.*

2022 - Present (2 years)

Legacy Wealth Solutions

2022 - Present (2 years)

Commonwealth Financial Network

2010 - 2021 (11 years)

Commonwealth Financial Network

*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 Bradley Roberts 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

Fred Scheffner
Salt Lake City, UT
Adam Meyer
Normal, IL
Christopher Lamal
Green Bay, WI
Richard Carlquist
San Diego, CA
Robin Pysher
Reading, PA
Sviatlana Maslava
New York, NY
Erin Dicarlo
Wilmington, MA
Adam Kittredge
Florence, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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