Frank
Gambardella

Commonwealth Financial Network

CRD#4419257
Investment Advisor
in Port Orchard, WA

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About this Advisor

Frank Gambardella is a certified financial planner and chartered financial consultant operating in Port Orchard, Washington who has 3 years of industry experience. Gambardella works at Commonwealth Financial Network. Throughout their career, they have worked at State Farm Vp Management Corp, State Farm Insurance, Lpl Financial, LLC, Financial Advocates Investment Management, Commonwealth Financial Network and Kitsap Investment Services. Gambardella has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Commonwealth Financial Network is a firm based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets under management among its 585,629 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. Commonwealth Financial Network has a broad assortment 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 typically depend on the type of financial services provided. However, fee types charged by Commonwealth Financial Network most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 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

Office Location

619 Bay Street
Port Orchard, WA 98366

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

WA Average: 118
Total Number of Accounts

585,629

WA Average: 4,567
Average Account Size

$249,965

WA 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

Frank Gambardella Work History

Frank has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Kitsap Investment Services

2016 - 2020 (4 years)

Lpl Financial, LLC

2016 - 2020 (4 years)

Financial Advocates Investment Management

2013 - 2016 (3 years)

State Farm Vp Management Corp

2013 - 2016 (3 years)

State Farm Insurance

*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 Frank Gambardella 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

Fred Scheffner
Salt Lake City, UT
Peter Leonczyk
Ludlow, MA
John Cronin
East Syracuse, NY
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Stephen Cefalu
Jacksonville, FL
Stephanni Sharp
San Diego, CA
Samuel Rich
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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