Andrew Cumbee
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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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
12 years in the industry.
- LPL Financial LLCOct 2026 to now
- Commonwealth Financial NetworkSep 2024 to now
- Cetera Adviser Newtworks LLCMay 2024 to Sep 2024
- Cetera Advisors LLCMay 2024 to Sep 2024
- Cetera Financial Specialists LLCMay 2024 to Sep 2024
- Cetera Investment Advisors LLCMay 2024 to Sep 2024
- Cetera Investment Services LLCMay 2024 to Sep 2024
- Robinhood Markets, IncJun 2022 to May 2024
- Robinhood Financial, LLCMar 2022 to May 2024
- Securities America AdvisorsJan 2019 to Mar 2022
- Securities America IncOct 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 5405589
- Firm CRD
- 8032