Eric
Wellons
Commonwealth Financial Network
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About this Advisor
Eric Wellons is a financial advisor based in Brentwood, Tennessee, working with Commonwealth Financial Network. Eric has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Southwestern Investment Group, Southwestern Investment Services, Southwestern Investment Advisory Services, Commonwealth Financial Network, and George Wealth Group. Eric has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Eric is part of Commonwealth Financial Network, which operates out of Brentwood, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Eric Wellons Work History
Commonwealth Financial Network
George Wealth Group
Southwestern Investment Advisory Services
Southwestern Investment Group
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Southwestern Investment Services
Disclosures
Please visit the SEC profile of Eric Wellons 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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