Charlotte N Fox
Investment adviser representative at Commonwealth Financial Network
12 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
12 years in the industry.
- Commonwealth Financial NetworkOct 2024 to now
- True North AdvisorsOct 2024 to now
- Massmutual Life Insurance CoJan 2024 to Oct 2024
- MML Investors Services LLCJan 2024 to Oct 2024
- Heritage Wealth AdvisorsJan 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2012 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6058218
- Firm CRD
- 8032