Gilberto
Bermea

Commonwealth Financial Network

CRD#6949848
Investment Advisor
in Laredo, TX

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About this Advisor

Gilberto Bermea is a financial advisor working in Laredo, Texas, who has 10 years in the industry. Bermea is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Texas A&M University, Harlingen High School, Texas Roadhouse, Tejas Financial Advisors and Commonwealth Financial Network. Bermea has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Commonwealth Financial Network is a financial advisory business that has its headquarters in Laredo, Texas. The company has offices in 1,090 locations and a total of 3,400 advisors. It manages $111 billion in total assets among its 436,517 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 277 charities and foundations. Of its 436,517 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a number 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. Fees charged by financial advisors largely vary depending on which services are provided. Fee types charged by Commonwealth Financial Network likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

121 Calle Del Norte Suite 103
Laredo, TX 78041

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

TX Average: 118
Total Number of Accounts

436,517

TX Average: 4,567
Average Account Size

$255,295

TX 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

Gilberto Bermea Work History

Gilberto has 10 years of experience.

2019 - Present (3 years)

Tejas Financial Advisors

2019 - Present (3 years)

Commonwealth Financial Network

2018 - 2019 (1 year)

Tejas Financial Advisors

2018 - 2019 (1 year)

Commonwealth Financial Network

2014 - 2018 (4 years)

Texas A&M University

2014 - 2014 (< 1 year)

Texas Roadhouse

2010 - 2014 (4 years)

Harlingen High School

Disclosures

Gilberto Bermea has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Bullett
North Adams, MA
Richard Hanson
Waltham, MA
Aaron Pearce
San Diego, CA
James Gura
Saint Louis, MO
Evan Pappazisis
Waltham, MA
Bradley Roberts
Knoxville, TN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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