Philip Thomas Corso
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Forge Financial GroupJul 2024 to now
- Commonwealth Financial NetworkJan 2023 to now
- Potomac Financial Private Client GroupJan 2023 to Jul 2024
- Cambridge Investment Research Advisors, Inc.Jan 2017 to Jan 2023
- Cambridge Investment Research, Inc.Jan 2017 to Jan 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
- Wells Fargo Advisors, LLC.Oct 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (NH, TX, 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
- 5995440
- Firm CRD
- 8032