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Timothy Bourdon

Commonwealth Financial Network
35 Years of Experience
Glastonbury, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Bourdon is a registered investment advisor at Commonwealth Financial Network, based in Glastonbury, CT, with 35 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

180 Glastonbury Boulevard, Suite 200, Glastonbury, CT, 06033

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy owns TJB Financial Services, Inc., which facilitates securities business, dedicating all of his time during business hours. He also sells fixed insurance products as an agent under the same name, dedicating about 10% to 20% of his time, and is a member and part owner of Cliffside Cottage, LLC, a residential rental property in Jamaica, dedicating minimal time.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
May 2005 - Present · 21 yrs 5 mos
Commonwealth Financial Network
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
Commonwealth Financial Network
April 2005 - April 2005 · 0 mos
Commonwealth Financial NetworkBroker
April 2005 - April 2005 · 0 mos
Investacorp Advisory Services INC
October 2001 - December 2004 · 3 yrs 2 mos
Investacorp, INC.Broker
February 1997 - May 2005 · 8 yrs 3 mos
United Securities Group, INC.Broker
March 1995 - February 1997 · 1 yr 11 mos
Nutmeg Securities, LTD.Broker
July 1994 - March 1995 · 8 mos
Main Street Management CompanyBroker
June 1993 - July 1994 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
February 1991 - July 1993 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
February 1991 - July 1993 · 2 yrs 5 mos
State Registrations13 states
AZCACTFLGAMAORRISCTNTXVAWA
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.
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