Daniel SpartaCRD Number: 5060860
Current Firm: Commonwealth Financial Network
Daniel Sparta (CRD# 5060860) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 15 years of experience in the finance industry. Daniel Sparta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Axial Financial Group||Burlington, MA||Aug 2013 - Current||8|
|Commonwealth Financial Network||Waltham, MA||Mar 2010 - Current||11|
|Northeast Financial Services||Falmouth, ME||Feb 2010 - Aug 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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