BS
ChFC
BS
ChFC

Bobette Scribner

40 Years of Experience
Bradford, VT
BrokerSells Insurance

Bobette Scribner is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Bradford, VT, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

Bradford, VT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bobette sells fixed insurance, dedicating minimal time to this activity. She also owns Scribner Financial Services, Inc., a private entity facilitating securities, advisory, and insurance business, which also takes minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
April 2023 - Present · 3 yrs 1 mo
Commonwealth Financial NetworkBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - April 2023 · 6 yrs 1 mo
MML Investors Services, LLC
March 2017 - April 2023 · 6 yrs 1 mo
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Baystate Wealth Management
December 2010 - April 2018 · 7 yrs 4 mos
New England Securities Corporation
June 2009 - January 2015 · 5 yrs 7 mos
New England SecuritiesBroker
April 2009 - January 2015 · 5 yrs 9 mos
Questar Capital CorporationBroker
December 2006 - April 2009 · 2 yrs 4 mos
Usallianz Securities, INC.Broker
August 2001 - December 2006 · 5 yrs 4 mos
Princor Financial Services CorporationBroker
January 2001 - September 2001 · 8 mos
Princor Financial Services CorporationBroker
July 1997 - December 2000 · 3 yrs 5 mos
Equity Services, INC.Broker
August 1995 - July 1997 · 1 yr 11 mos
Berkshire Equity Sales, INC.Broker
September 1984 - February 1995 · 10 yrs 5 mos
State Registrations16 states
AZCACOCTFLMAMDMENCNHNYORSCVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.