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James K
Series 63, Series 65
Greensboro, NC
Commonwealth Financial Network
James King III is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2003 and serves as president and sole owner of Austin Financial Management, Inc., a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while offering a range of investment solutions and discretionary model portfolios.
Joshua M
Series 65, Series 63
Greensboro, NC
Commonwealth Financial Network
Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.
Steven P
Series 66
Greensboro, NC
Commonwealth Financial Network
Steven Patton is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Guilford Financial Partners since 2011 and Commonwealth Financial Network since 2010. Outside of his advisory work, he has operated Allegro Piano Service since 1997. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.
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