Bernard
Mcmanus

Commonwealth Financial Services

CRD#6583172
Investment Advisor
in Parkersburg, WV

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About this Advisor

Bernard Mcmanus is a financial advisor based in Parkersburg, West Virginia, working with Commonwealth Financial Services. Bernard has previously held positions at United Brokerage Services, Inc, Law Offices Of Daniel C. Consuegra, Thompson Trial Group, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Securities America, Inc, Arbor Point Advisors, United Bank, and Commonwealth Financial Services. Bernard has passed the Series 66 regulatory exam and is registered to provide services in West Virginia. Currently, Bernard is part of Commonwealth Financial Services, which operates out of Parkersburg, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. 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, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

585 College Parkway
Parkersburg, WV 26104

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Commonwealth Financial Services Brokerage Details

Total Assets Under Management

$649,546,505

WV Average: $493,341,091
Total Number of Employees

25

WV Average: 16
Total Number of Accounts

2,148

WV Average: 1,028
Average Account Size

$302,396

WV Average: $479,904

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
  • Other

Bernard Mcmanus Work History

2022 - Present (2 years)

Commonwealth Financial Services

2022 - 2023 (1 year)

Securities America, Inc

2022 - 2023 (1 year)

Arbor Point Advisors

2018 - 2022 (4 years)

Jp Morgan Securities, LLC

2018 - 2022 (4 years)

Jp Morgan Chase Bank, N.A

2016 - 2018 (2 years)

United Bank

2015 - 2018 (3 years)

United Brokerage Services, Inc

2014 - 2015 (1 year)

Law Offices Of Daniel C. Consuegra

2013 - 2014 (1 year)

Thompson Trial Group

Disclosures

Please visit the SEC profile of Bernard Mcmanus 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 Services

Zachary Seese
Parkersburg, WV
Madison Gontarek
Parkersburg, WV
Daniel Spurgeon
Parkersburg, WV
Bernard Mcmanus
Parkersburg, WV
Evan Brockmeier
Parkersburg, WV
Khoury Kloss
Wheeling, WV
Tyler Szafran
Wheeling, WV
Ciara Smith
Parkersburg, WV

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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