Devin
Williams

Commonwealth Financial Network

CRD#7238746
Investment Advisor
in Linthicum Heights, MD

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About this Advisor

Devin Williams is a financial advisor based in Linthicum Heights, Maryland, working with Commonwealth Financial Network. Devin has previously held positions at Heritage Financial Advisors, Vicus Capital, Inc, Out Of The Fire Restaurant, Turf Plus LLC, The Links At Perry Cabin, Cassaday And Company, Easton High School, East Carolina University, Chesapeake College, University Of Maryland, Commonwealth Financial Network, Aston Carter, and Forthright Capital Partners. Devin has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Devin is part of Commonwealth Financial Network, which operates out of Linthicum Heights, Maryland. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

785 Elkridge Landing Road Suite 100
Linthicum Heights, MD 21090

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

MD Average: $16,012,751,954
Total Number of Employees

4,500

MD Average: 118
Total Number of Accounts

623,075

MD Average: 4,567
Average Account Size

$284,126

MD Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Devin Williams Work History

2023 - Present (2 years)

Commonwealth Financial Network

2023 - 2023 (< 1 year)

Forthright Capital Partners

2022 - 2022 (< 1 year)

Vicus Capital, Inc

2022 - 2022 (< 1 year)

Aston Carter

2021 - 2022 (1 year)

Heritage Financial Advisors

2019 - 2021 (2 years)

Cassaday And Company

2018 - 2018 (< 1 year)

The Links At Perry Cabin

2017 - 2017 (< 1 year)

Turf Plus LLC

2017 - 2017 (< 1 year)

Chesapeake College

2017 - 2021 (4 years)

University Of Maryland

2016 - 2016 (< 1 year)

East Carolina University

2012 - 2016 (4 years)

Out Of The Fire Restaurant

2012 - 2016 (4 years)

Easton High School

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Disclosures

Please visit the SEC profile of Devin Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Eric Schwieterman
Willard, OH
Stephen Gingerella
Waltham, MA
Michael Oberdorf
Sea Girt, NJ
Richard Brewer
Mount Pleasant, SC
Matthew Hooker
Omaha, NE
Benjamin Burkhead
Beaver Falls, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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