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Kevin Arquette, financial advisor Port Richey FL

Kevin Arquette

CRD Number: 3229164
Current Firm: Commonwealth Financial Network
Kevin Arquette (CRD# 3229164) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Richey, FL and has over 21 years of experience in the finance industry. Kevin Arquette 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Wealthpoint Financial Planning Port Richey, FL Jul 2022 - Current 1
Commonwealth Financial Network Waltham, MA Jul 2022 - Current 1
Harwood Advisory Group, LLC Largo, FL Aug 2013 - Jul 2022 8
The Harwood Insurance Group, LLC Largo, FL Aug 2013 - Jul 2022 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Kevin M. Arquette
10220 Us Highway 19, Suite A, 4th Floor, Port Richey, FL 34668
Phone Number: 781-736-0700
Firm Website: https://www.instagram.com/commonwealthfn/
Registered State(s):
  • FL
Current Firm Details
Commonwealth Financial Network
Firm's CRD Number: 8032
29 Sawyer Road, Waltham, MA 02453
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
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

Firm Disclaimer:

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

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Data verified by both the advisor and the public regulatory data.

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