Christopher John Merchant
Investment adviser representative at Commonwealth Financial Network
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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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
16 years in the industry.
- Commonwealth Financial NetworkSep 2024 to now
- Hunt Country Wealth ManagementSep 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Sep 2024
- Securities America AdvisorsMar 2017 to Jun 2024
- Securities America, Inc.Mar 2017 to Jun 2024
- LPL Financial LLCFeb 2013 to Mar 2017
- Middleburg BankMar 2008 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5522616
- Firm CRD
- 8032