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Brandy Clements-corder

Commonwealth Financial Network

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About Brandy Clements-corder

Brandy Clements-corder is an investment advisor representative with Commonwealth Financial Network. Brandy is a financial professional based in San Diego, California with 17 years of experience in the financial services industry. Brandy has been with Commonwealth Financial Network for 5 years, and previously worked for LPL FINANCIAL LLC, and FIRST ALLIED SECURITIES, INC.. Brandy is registered in California as an investment advisor representative and securities agent. Brandy has earned the Series 7, Series 63, Series 66, and Series 24 licenses and has passed the SIE exam. Brandy specializes in providing financial advice and services to a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Brandy has been registered with the SEC since 2005 and is active in both the Broker-Dealer and Investment Advisor industries.

Firm Information

Brandy Clements-corder is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandy Clements-corder’s Registration & Firm History

CA

01/03/2024 - Present

Commonwealth Financial Network (SAN DIEGO CA)

CA

08/11/2022 - 10/19/2023

LPL FINANCIAL LLC (CORONADO CA)

CA

04/09/2019 - 08/01/2022

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

CA

11/07/2013 - 05/04/2018

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

04/25/2011 - 09/13/2013

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

08/28/2006 - 04/27/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

AL

07/15/2005 - 02/24/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

MO

04/19/2005 - 06/24/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2008

Series 24 - General Securities Principal Examination

BC

Issued 05/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandy Clements-corder.
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