COMMONWEALTH FINANCIAL SERVICES - Financial Advisor in West Virginia, Vienna

Tel: 304-422-3531 373 Timberline Parkway Vienna, West Virginia 26105

About COMMONWEALTH FINANCIAL SERVICES

COMMONWEALTH FINANCIAL SERVICES is a Vienna, West Virginia based financial advisory firm with nearly $774,786,979 in assets under management and provides investment advisory services for 4851 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

324930

Firm SEC#:

801-127499

Assets Under Management:

$774,786,979

No. of Clients:

4851

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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135184

801-64584

5211

$2,260,993,682

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801-66333

2291

$1,018,623,006

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111907

801-60151

$839,421,117

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111062

801-58140

824

$822,275,700

LOC INVESTMENT ADVISERS

105708

801-16856

2200

$708,247,570

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319087

801-123434

1236

$491,558,229

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39062

801-80804

790

101

$249,745,693

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168695

801-108626

453

$240,303,428

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801-62555

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