CB
CB

Christina Beninati

12 Years of Experience
Weatherford, TX
Broker

Christina Beninati is a registered investment advisor at Commonwealth Financial Network, based in Weatherford, TX, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

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.

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Location

1913 Martin Dr, Weatherford, TX, 76086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Commonwealth Financial NetworkBroker
February 2024 - Present · 2 yrs 7 mos
Commonwealth Financial Network
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2017 - February 2024 · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
July 2017 - February 2024 · 6 yrs 7 mos
LPL Financial LLC
February 2016 - July 2017 · 1 yr 5 mos
LPL Financial LLCBroker
February 2016 - July 2017 · 1 yr 5 mos
Fsc Securities Corporation
August 2014 - November 2015 · 1 yr 3 mos
Fsc Securities CorporationBroker
September 2013 - November 2015 · 2 yrs 2 mos
State Registrations1 state
TX
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.