Beth Westburg
Beth Westburg is a registered investment advisor at Commonwealth Financial Network, based in La Mesa, CA, with 26 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
4700 Spring Street, Suite 308, La Mesa, CA, 91942
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Beth is a 50% owner of Lipman-Westburg Inc., a private entity facilitating securities, advisory, and insurance business, taking minimal time. She also spends minimal time on fixed insurance sales.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations7 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.