Kevin
Handford

Commonwealth Financial Network

CRD#2261107
Investment Advisor
in Warrenton, VA

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About this Advisor

Kevin Handford is a financial advisor based in Warrenton, Virginia, working with Commonwealth Financial Network. Kevin has previously held positions at Commonwealth Financial Network and Handford Financial Strategies. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Kevin is part of Commonwealth Financial Network, which operates out of Warrenton, Virginia. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

28 Blackwell Park Lane
Warrenton, VA 20186

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

VA Average: 118
Total Number of Accounts

623,075

VA Average: 4,567
Average Account Size

$284,126

VA 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

Kevin Handford Work History

2002 - Present (22 years)

Commonwealth Financial Network

2002 - Present (22 years)

Handford Financial Strategies

Disclosures

Please visit the SEC profile of Kevin Handford 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Ka'Neda Bullock
Pennington, NJ
Ryan Sokolowski
Ludlow, MA
Stephen Gingerella
Waltham, MA
Renee Bilodeau
Glastonbury, CT
Corinne Kurucza
Great Neck, NY
Joanne Astle
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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