Sam Franco

Investment Supervision Principal at Commonwealth Financial Network

Role: Investment Supervision Principal at Commonwealth Financial Network
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sam Franco

Extensive experience in the financial services industry as an advisor, team leader, and…

Experience

Investment Supervision Principal
Commonwealth Financial Network
Sep 2021 — Present · San Diego, CA, US

Education

The University of Texas at El Paso
Bachelor of Business Administration (BBA)
2001 — 2004

Skills

Financial Planning
Financial Analysis
Financial Services
Wealth Management
Investments
Financial Risk
Asset Management
Portfolio Management
Finance
Relationship Management
Analysis
Mutual Funds
Risk Management
Equities
Management

Contact information

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Work email
s••••••@commonwealth.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••00

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Current company

Commonwealth Financial Network

Financial Services · 1.6K employees · Founded 1979 · Waltham, Massachusetts, United States

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

commonwealth.com

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About Sam Franco

Experience

Investment Supervision Principal

Education

The University of Texas at El Paso

Skills

Find verified contacts for anyone on LinkedIn