Anna Grace Robinson
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Commonwealth Financial NetworkMay 2023 to now
- Foundations Financial PartnersJul 2021 to now
- Minnesota Life Insurance CompanyJul 2021 to May 2023
- Securian Financial ServicesJul 2021 to May 2023
- Mckc LLCJul 2021 to Oct 2022
- Securian Financial ServicesMar 2021 to Jun 2021
- Foundations Financial PartnersJan 2021 to Jun 2021
- Owowcow CreameryMay 2019 to Jan 2021
- University of PittsburghAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 7330803
- Firm CRD
- 8032