Carol Elizabeth Beloin
Investment adviser representative at Commonwealth Financial Network
13 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
13 years in the industry.
- Commonwealth Financial NetworkJan 2025 to now
- Beloin Investment GroupOct 2021 to now
- Cambridge Investment Research, Inc.May 2023 to Jan 2025
- Edward JonesJun 2018 to Aug 2021
- Proper InsuranceNov 2017 to Jun 2021
- Remax Realty GroupJan 2017 to Nov 2017
- Keller WilliamsJan 2016 to Dec 2016
- Advanced Therapies, Inc.May 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6959693
- Firm CRD
- 8032