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Commonwealth Financial Network
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
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Commonwealth Financial Network at a glance
Commonwealth Financial Network is a financial services company headquartered in United States. Xcout tracks 12 named people at Commonwealth Financial Network, including Wayne Bloom (Chief Executive Officer, Commonwealth Financial Network, and Managing Director, LPL Financial).
Commonwealth Financial Network leadership
- Wayne BloomChief Executive Officer, Commonwealth Financial Network, and Managing Director, LPL Financial
- Trap KlomanPresident and Chief Operating Officer
- Jon CleasbySVP, Chief Financial Officer
- Mary CreaghVice President, Chief People Officer
- Rory BarrattSVP, Chief Strategy and Product Officer
- Jessica FougereEVP, Community
6 more named people on record for Commonwealth Financial Network, with roles, board committees and tenure — see the full roster →
Commonwealth Financial Network competitors
A few of Commonwealth Financial Network's closest competitors — see the full list of competitors and alternatives →
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Centaurus Financial, Inc. is a national independent broker/dealer that offers securities, investment advisory services, and insurance products to clients nationwide. The company provides wealth management, retirement plans, insurance plans, and alternative investments through a network of independent financial advisers.
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Wells Fargo Advisors provides financial advisory, investment management, retirement planning, and wealth management services to individuals and institutions.
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
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More on Commonwealth Financial Network in Xcout Intel
- 12 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access