Christopher Moran
Christopher Moran is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Bethesda, MD, with 25 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
6701 Democracy Boulevard, Suite 555, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (2)
Regulatory
May 2023Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Christopher sells fixed insurance under the name Prime Wealth Management and owns BrightView Financial LLC to manage business payments. He also owns rental property in Naples, FL, dedicating minimal time to it.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.