Wilmington, DE Kennett Pike Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

5

Of 2,786 advisors across 1,210 offices

Location

3711 Kennett Pike, Suite 201

Wilmington DE 19807

Advisors at this office

5

Advisors at this office

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Kevin H

Series 66

Wilmington, DE

Commonwealth Financial Network

Kevin Harris is a financial advisor with Commonwealth Financial Network in Wilmington, DE, holding a Series 66 designation and 17 years of industry experience. He has been with Commonwealth since 2015 and previously worked at WSFS Bank. Harris also owns Harris Asset Management LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from a broad range of securities and insurance products.

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

Series 63, Series 65

Wilmington, DE

Commonwealth Financial Network

James Everlof is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citizens Securities, Inc., WSFS Wealth Investments, and Haven Private Wealth. He also conducts fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

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

Series 63, Series 66

Wilmington, DE

Commonwealth Financial Network

Nicholas Frake is a financial advisor with Commonwealth Financial Network and co-owner of Haven Private Wealth LLC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at WSFS Bank from 2007 to 2025 and Commonwealth Financial Network since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, 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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William G

Series 63, Series 65

Wilmington, DE

Commonwealth Financial Network

William Gallagher is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WSFS Bank. Gallagher also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, 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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Theodore Q

Series 63, Series 66

Wilmington, DE

Commonwealth Financial Network

Theodore Quillen IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at WSFS Bank before joining Commonwealth in 2015. He is also a co-owner of Haven Private Wealth LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various investment programs and model portfolios developed by its Investment Management and Research team, supporting advisors who operate under their own brand names.

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