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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Commonwealth Financial Network 2 years, 3 months Aug 2017 - Present
Winslow Wood & Associates, LLC 12 years, 6 months May 2007 - Present
Invest Financial Corp. 10 years, 3 months May 2007 - Aug 2017
Are You
Sherri Lynn Harris?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 6, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Commonwealth Financial Network

Last updated on Sept. 19, 2019
    • $85.2B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 127K
      number of clients
    • $670.1K
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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