Zachary
Webb
Commonwealth Financial Network
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About this Advisor
Zachary Webb is a financial advisor based in Richmond, Virginia, who has 4 years of relevant experience. Webb is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Cambridge Investment Research, Inc, Henrico County Schools, Old Dominion Insurance Solutions, Cambridge Investment Research Advisors, Inc, Commonwealth Financial Network, Integris Wealth Partners and Old Dominion Investment Strategies, LLC. Webb holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Commonwealth Financial Network is a firm based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in total assets across its 585,629 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a wide set 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 for financial advisory services usually vary depending on the type of financial services provided. However, fee types billed by Commonwealth Financial Network may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Zachary Webb Work History
Zachary has been registered as a financial advisor for 4 years.*
Commonwealth Financial Network
Integris Wealth Partners
Old Dominion Investment Strategies, LLC
Henrico County Schools
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Old Dominion Insurance Solutions
*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 Zachary Webb 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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