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BROKER-DEALERS: 1,000 Advisors or More Practice Management
COMMONWEALTH FINANCIAL NETWORK
Commonwealth’s Entrepreneurial Capital program provides the flexible financial backing affiliated advisors need to achieve the vision they have for their practice and drive growth without the need to work with an outside lender. Launched in June 2022, this new offering includes three types of loans as well as equity financing, and involves a simple underwriting process, competitive rates, and swift approval and payment with complete flexibility in how they use those funds. Entrepreneurial Capital Program
Commonwealth advisors who participate in the program work directly with the firm’s team of consultants. A thorough discovery process identifies the scope of the business needs and customizes the debt or equity funding solutions to fit the specific objectives of the advisor and their practice, enabling advisors’ growth and succession planning.
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides more than 2,100 independent financial advisors, who oversee more than $242.9 billion in assets nationwide, with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Providing the ultimate in service to our advisors has always been the center of our business. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
www.commonwealth.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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