Wesley J Cope
Investment adviser representative at Commonwealth Financial Network
12 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
12 years in the industry.
- Commonwealth Financial NetworkDec 2025 to now
- Commonwealth Financial NetworkJul 2023 to Oct 2025
- Fidelity InvestmentsAug 2021 to Jul 2023
- Madison Avenue Securities, LLCOct 2020 to Aug 2021
- TD AmeritradeJun 2020 to Sep 2020
- Fidelity Brokerage Services LLCMar 2019 to May 2020
- Wells Fargo Clearing Services LLCAug 2018 to Feb 2019
- Associate StaffingAug 2018 to Jan 2019
- PostmatesJul 2018 to Aug 2018
- First Financial Merchant ServicesJan 2018 to May 2018
- Wolfnest Real Estate and Property ManagementFeb 2017 to Dec 2017
- Grandex Inc.Jan 2016 to Jun 2018
- University of UtahJan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7009669
- Firm CRD
- 8032