RB
RB

Robert Blanford

4 Years of Experience
Lombard, IL
1 DisclosureBrokerSells Insurance

Robert Blanford is a registered investment advisor at Commonwealth Financial Network, based in Lombard, IL, with 4 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

101 W. 22nd Street, Suite 200, Lombard, IL, 60148

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2014
Final Disposition
Other Business ActivitiesSells Insurance

Robert is a musical performer since 2022 and sells fixed insurance products since 2024, dedicating minimal time to each activity. The insurance sales are investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
February 2022 - Present · 4 yrs 7 mos
Commonwealth Financial NetworkBroker
May 2021 - Present · 5 yrs 4 mos
State Registrations7 states
ARAZILINMIOHWI
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.
Robert Blanford - Financial Advisor | TrueAdvisor