Joshua Nathanael Gallegos
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.
- Commonwealth Financial NetworkNov 2021 to now
- Focusone Integrated Financial PlanningSep 2021 to now
- Equitable Advisors, LLCJan 2019 to Sep 2021
- AXA AdvisorsJan 2019 to Jun 2020
- American National InsuranceSep 2018 to Jan 2019
- Hilltop Wealth SolutionsFeb 2018 to Jul 2018
- Ameriprise Financial Services, Inc.Sep 2014 to Feb 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6400791
- Firm CRD
- 8032