Cole H Winship
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkAug 2025 to now
- University of San DiegoSep 2024 to now
- Tech 2uSep 2024 to Aug 2025
- Pacific Point Wealth Management, LLCJan 2021 to Aug 2025
- Thrivent FinancialMay 2020 to Oct 2020
- Ra Capital AdvisorsJul 2019 to Nov 2019
- Sba CompleteJun 2019 to Jul 2019
- Halo Business IntelligenceJun 2018 to Aug 2018
- University of San DiegoAug 2016 to May 2020
- Landay Roberts LLPJun 2016 to Aug 2018
- Pacific Point Capital, IncJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7249360
- Firm CRD
- 8032