Joshua GottfriedCRD Number: 3124510
Current Firm: Commonwealth Financial Network
Joshua Gottfried (CRD# 3124510) is an Investment Advisor Representative working at Commonwealth Financial Network in East Lyme, CT and has over 18 years of experience in the finance industry. Joshua Gottfried 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.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Commonwealth Financial Network||Waltham, MA||Feb 1999 - Current||18|
|Teachers Retirement Planning Services, LLC||Glastonbury, CT||Feb 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||May 1999|
- Criminal Record
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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)
- Educational seminars/workshops