Mark David Tanis
Investment adviser representative at Commonwealth Financial Network
27 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
27 years in the industry.
- Commonwealth Financial NetworkOct 2024 to now
- Focusone Integrated Financial PlanningNov 2021 to now
- Commownwealth Financial NetworkNov 2021 to Oct 2024
- UnemployedMar 2021 to Nov 2021
- Bank of America Merrill LynchJan 1999 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6278994
- Firm CRD
- 8032