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Timothy John Bourdon

Commonwealth Financial Network

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About Timothy John Bourdon

Timothy John Bourdon is a financial advisor associated with Commonwealth Financial Network. Timothy has been in the securities industry since 1991 and has been registered with Commonwealth Financial Network since 2005. Timothy holds multiple securities licenses including Series 7, Series 24, and Series 63, as well as the Uniform Investment Adviser Law Examination (Series 65). Timothy also holds the Securities Industry Essentials Examination (SIE). Timothy has a strong background in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Timothy Bourdon 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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Timothy Bourdon’s Registration & Firm History

CT

05/16/2005 - Present

Commonwealth Financial Network (NORTH HAVEN CT)

FL

02/19/1997 - 05/16/2005

INVESTACORP, INC. (MIAMI FL)

MA

04/04/2005 - 04/05/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

CT

03/16/1995 - 02/24/1997

UNITED SECURITIES GROUP, INC. (FARMINGTON CT)

NY

07/01/1994 - 03/22/1995

NUTMEG SECURITIES, LTD. (NEW YORK NY)

MA

06/29/1993 - 07/08/1994

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

MN

02/22/1991 - 07/02/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/22/1991 - 07/02/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy John Bourdon. Review regulatory record here.
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