Aaron Vincent
Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Olean, NY 14760
Credentials
Series 66
Aaron Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior roles include positions at Cedarwood Financial Partners, Jamestown Community College, Bartlett Country Club, and several local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
516 Main Street
Olean, NY 14760
New York · Pennsylvania
Commonwealth Financial Network
2024 - Present (2 years)
Cedarwood Financial Partners
2024 - Present (2 years)
Jamestown Community College
2024 - Present (2 years)
Bartlett Country Club
2023 - 2023 (1 year)
Olean High School
2020 - 2024 (4 years)
Portville Central School
2017 - 2020 (3 years)
Portville Central School
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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