Alison Elliott
Investment adviser representative at Commonwealth Financial Network
15 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
15 years in the industry.
- Commonwealth Financial NetworkMar 2022 to now
- Focusone Integrated Financial PlanningMar 2022 to now
- Orangetheory FitnessApr 2022 to Sep 2023
- EquitableDec 2020 to Mar 2022
- US CensusAug 2020 to Sep 2020
- Red AspenApr 2020 to Nov 2020
- Roanoke County Public SchoolsAug 2013 to May 2020
- Just Dance RoanokeMay 2011 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7309586
- Firm CRD
- 8032