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Mary C
CFP®, Series 63, Series 66
Mt. Pleasant, SC
Commonwealth Financial Network
Mary Chapman is a financial advisor with Commonwealth Financial Network in Mt. Pleasant, SC. She holds the CFP® designation and has 17 years of experience in the industry. Prior to her current role, she was with Securian Financial Services, Inc. for two years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and a range of investment options, acting as both a wrap-fee program sponsor and back-office provider.
Marc L
CFP®, Series 63, Series 65
Mount Pleasant, SC
Commonwealth Financial Network
Marc Levy is a CFP®-designated financial advisor with Commonwealth Financial Network, bringing 43 years of industry experience. He previously worked for Mass Mutual Investors Services for 16 years before joining Commonwealth in 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a diverse client base. The firm provides a wide range of managed account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal models and external platforms.
Terri C
Series 66
Mt. Pleasant, SC
Commonwealth Financial Network
Terri Cantrell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. Her career includes prior roles at Ameriprise Financial Services, Inc., LPL Financial, and Cummings Wealth Management Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with a mix of managed-account programs, access to third-party asset managers, and custody services.
Brian C
CFP®, ChFC®, Series 66
Mt. Pleasant, SC
Commonwealth Financial Network
Brian Cummings is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 12 years of industry experience. He has worked at several firms including Cetera, Regions Bank, and South State Bank before joining Commonwealth in 2019. Cummings also owns Charleston Wealth Planning, LLC, through which he conducts his advisory activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in constructing client portfolios and offering proprietary model portfolios and customized investment solutions.
Jadyn G
Series 65
Mt. Pleasant, SC
Commonwealth Financial Network
Jadyn Graham is a Series 65-licensed financial advisor with one year of industry experience, currently affiliated with Commonwealth Financial Network in Mt. Pleasant, SC. Prior to joining Commonwealth, Graham has held positions at several firms including Cummings Wealth Management Group and Wildes Financial Strategies. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services.
Robert C
CFP®, Series 63
Mt. Pleasant, SC
Commonwealth Financial Network
Robert Cummings is a CFP®-designated financial advisor with Commonwealth Financial Network, where he has worked since 2009. He has 34 years of industry experience. Outside of his advisory role, he is the sole owner of GoatFest, LLC, an entity established for holding undeveloped real estate properties in Charleston County, SC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, technology, investment management, compliance, and practice-management support to affiliated advisors.
Richard B
CFP®, ChFC®, Series 63, Series 65
Mt. Pleasant, SC
Commonwealth Financial Network
Richard Brewer III is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including GWFS Equities and Allstate Financial Advisors. Outside of his advisory role, he is also a musician based in Charleston, SC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services including managed-account programs, third-party asset manager access, and retirement consulting.
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