Berkely Arrants, financial advisor Houston TX

Berkely Arrants

CRD Number: 4692327
Current Firm: Commonwealth Financial Network

Berkely Arrants (CRD# 4692327) is an Investment Advisor Representative working at Commonwealth Financial Network in Houston, TX and has over 23 years of experience in the finance industry. Berkely Arrants 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.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Horizon Advisory Group, LLC Houston, TX Aug 2021 - Current 2
Commonwealth Financial Network San Diego, CA Aug 2021 - Current 2
Mml Investors Services Vienna, VA Feb 2014 - Aug 2021 7
Mass Mutual Life Insurance Company Vienna, VA Dec 2013 - Aug 2021 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Berkely R. Arrants
Phone Number: 781-736-0700
Registered State(s):
  • FL
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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