Calley
Cola
Commonwealth Financial Network
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About this Advisor
Calley Cola is a financial advisor based in Plano, Texas, working with Commonwealth Financial Network. Calley has previously held positions at Rlc Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, Llp, Bain And Schindele Tax Consulting, and Gage's Granite. Calley has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Calley is part of Commonwealth Financial Network, which operates out of Plano, Texas. 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
Calley Cola Work History
Rlc Wealth Management
Dominion Payroll
Payvision Online
Henderson Edwards Wilson Evetts, Llp
Bain And Schindele Tax Consulting
Gage'S Granite
Disclosures
Please visit the SEC profile of Calley Cola 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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