Toms River, NJ 672 Commons Way Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,211 offices

Location

672 Commons Way

Toms River NJ 08755

Advisors at this office

2

Advisors at this office

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Robert H

Series 63, Series 65

Toms River, NJ

Commonwealth Financial Network

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 15 years and Safe Harbor Wealth Management. Outside of advising, he is a co-owner of Sportsbeef USA, a sports reality television company, and is involved in tax preparation services through Ocean Tax Pros. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

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

Series 63, Series 65

Toms River, NJ

Commonwealth Financial Network

Chad White is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 18 years at LPL Financial prior to joining Commonwealth and Safe Harbor Wealth Management Inc. He also owns Ocean Tax Pros, LLC, which provides tax preparation services. 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 over $212 billion in client assets. The firm offers a comprehensive 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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