John Beloin
John Beloin is a registered investment advisor at Commonwealth Financial Network, based in West Hartford, CT, with 27 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
West Hartford, CT
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
January 2008Other Business ActivitiesSells Insurance
John sells fixed insurance, dedicating about 10-20% of his time to this activity. He also owns Beloin Investment Group, LLC, which facilitates securities, advisory, and insurance business, taking about a quarter of John's time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
Fidelity Brokerage Services, 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.