Joseph Tallman
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 NetworkMay 2026 to now
- Sowa Financial GroupJan 2026 to now
- Dave's MarketplaceMay 2024 to Sep 2024
- Bryant UniversityJan 2024 to Dec 2025
- Community College of Rhode IslandJan 2022 to Dec 2023
- Unemployed/caring for Family MemberJul 2021 to Nov 2021
- Hayward IndustriesMay 2021 to Jul 2021
- Vineyard RhodeApr 2018 to May 2021
- Pool DoctorApr 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8029507
- Firm CRD
- 8032