Costa Mesa, CA 1503 South Coast Dr. Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,210 offices

Location

1503 South Coast Dr., Suite 350

Costa Mesa CA 92626

Advisors at this office

2

Advisors at this office

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David S

Series 66

Costa Mesa, CA

Commonwealth Financial Network

David Selleck is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is the sole owner of The Selleck Group, LLC, a personal business entity not related to investment activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support to affiliated advisors who deliver personalized financial advice.

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

Series 63, Series 66

Costa Mesa, CA

Commonwealth Financial Network

John Bennis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He is also the owner of Pacific Wealth Partners, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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