Greg Stafford
Greg Stafford is a registered investment advisor at Commonwealth Financial Network, based in San Diego, CA, with 30 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2221 Camino Del Rio South, Suite 205, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2023Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Greg sells fixed insurance, dedicating minimal time to this activity. He also owns Commonwealth Financial Network, which facilitates securities, advisory, and insurance business, taking up all of Greg's time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
The Gensler Group
LPL Financial Corporation
LPL Financial CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations8 states
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.