Mark Joseph Slattery
Investment adviser representative at Commonwealth Financial Network
26 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Mark Joseph Slattery? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Commonwealth Financial NetworkApr 2023 to now
- Trusted Wealth PartnersApr 2023 to now
- Gs3 - FarmJun 2010 to now
- Cystic Fibrosis Board of OmahaJun 2008 to now
- Forward Strategies IncMay 2000 to now
- Securities America AdvisorsJun 2013 to Apr 2023
- Securities America IncJun 2013 to Apr 2023
- Brokers Clearing HouseFeb 2011 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2221203
- Firm CRD
- 8032