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Brian Jeffery Cummings

Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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

12 years in the industry.

  1. Commonwealth Financial NetworkJun 2019 to now
  2. Cummings Wealth Management GroupJun 2019 to now
  3. Cetera Investment Advisers LLCJan 2018 to Jun 2019
  4. Cetera Investment Services LLCJan 2018 to Jun 2019
  5. Regions BankJan 2018 to Jun 2019
  6. Morris Financial Concepts, Inc.Dec 2017 to Jan 2018
  7. South State BankMay 2014 to Jan 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
5889885
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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