Arlington, MA Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,205 offices

Location

Arlington MA

Advisors at this office

2

Advisors at this office

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Rebecca P

ChFC®, Series 63, Series 66

Arlington, MA

Commonwealth Financial Network

Rebecca Peterson is a financial advisor with Commonwealth Financial Network in Arlington, MA, holding the ChFC® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Commonwealth and Owings Financial Services since 2001. Outside of advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors with investment management, trading, compliance, and practice management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Thomas S

Series 66, Series 65

Arlington, MA

Commonwealth Financial Network

Thomas Saul is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Commonwealth since 2011. 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 around $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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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