Tressa
Wood
Commonwealth Financial Network
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About this Advisor
Tressa Wood is a financial advisor operating out of Morgantown, West Virginia, with a total of 3 years of relevant experience. Wood is an employee of Commonwealth Financial Network. Throughout their career, they have worked at The Lake House, Metlife, Metlife Securities, Ameriprise Financial Services, Inc, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Massmutual, Mml Investors Services, Commonwealth Financial Network and Virtus Wealth Solutions. Wood maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in West Virginia. Commonwealth Financial Network is a registered investment company based in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in total assets between its 585,629 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network has a diverse assortment of services, including 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 management largely vary depending on which services the firm provides the client. Fees charged by Commonwealth Financial Network can consist of some blend 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
Tressa Wood Work History
Tressa has been registered as a financial advisor for 3 years.*
Commonwealth Financial Network
Virtus Wealth Solutions
Massmutual
Mml Investors Services
First Command Financial Planning, Inc
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Ameriprise Financial Services, Inc
Metlife
Metlife Securities
The Lake House
*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 Tressa Wood 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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