Commonwealth Financial Network
Financial Services
Waltham, Massachusetts, United States
1.71K employees
- Employees
- 1.71K
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Commonwealth Financial Network Overview
- Headquarters
- Waltham, Massachusetts, United States
- Phone Number
- Available in AeroLeads
- Website
- commonwealth.com
- Industry
- Financial Services
- Employees
- 1.71K
- Founded
- 1979
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Commonwealth Financial Network
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
Commonwealth Financial Network Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Commonwealth Financial Network Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ed Flahive | VP People Development at Commonwealth | Norwood, Massachusetts, United States |
Email
Phone
|
| Jess Gilbert | Vice President, Affiliate Learning | Boston, Massachusetts, United States |
Email
|
| Mark Frantz | San Diego, California, United States |
Email
|
|
| Aric Jacobson | San Francisco Bay Area, United States |
Email
Phone
|
Employees by Management Level
Manager
25 profiles
Individual contributor
24 profiles
Senior / Lead
9 profiles
Director
8 profiles
Executive
5 profiles
Associate / junior
3 profiles
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| IT | 8 | 8 | 3 |
| Sales | 8 | 8 | 2 |
| General | 7 | 7 | 6 |
| Finance | 6 | 6 | 4 |
| Operations | 6 | 6 | 2 |
| Executive | 5 | 5 | 4 |
Commonwealth Financial Network Tech Stack
Cloud / infrastructure
20 profiles
Data / AI
4 profiles
Engineering
3 profiles
Product / design
2 profiles
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