Plano, TX 2805 N. Dallas Pkwy. Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

4

Of 2,786 advisors across 1,206 offices

Location

2805 N. Dallas Pkwy., Suite 100

Plano TX 75093

Advisors at this office

4

Advisors at this office

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Ryan L

Series 66

Plano, TX

Commonwealth Financial Network

Ryan Lee is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He previously worked at Guided Path Financial and has held roles at Kanakuk Ministries and Twice As Nice Retail. Lee also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice within Commonwealth’s platform.

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

Series 66

Plano, TX

Commonwealth Financial Network

Brooke Henry is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Outside of her advisory role, she operates a tutoring business, Brooke Henry College Prep, serving high school students. 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 $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and retirement consulting services.

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

Series 63, Series 65

Plano, TX

Commonwealth Financial Network

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, 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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Bryn H

Series 66

Plano, TX

Commonwealth Financial Network

Bryn Henry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Guided Path Financial and Global Wealth Advisors, alongside multiple tenures at Commonwealth Financial Network. He is also the CEO and owner of GP Wealth Solutions, LLC, a private entity operating under the name Guided Path Financial. 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 $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, 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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