COMMONWEALTH FINANCIAL PLANNERS INC of ROSWELL, GA is an SEC-registered investment adviser (CRD 106831). Regulatory assets under management: $227.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Patrick Agurkis | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY | — |
| SHIRLEY NORMAN DOUGLAS | CHIEF COMPLIANCE OFFICER/PRESIDENT/; PRESIDENT/DIRECTOR/CFP | — |
| SHIRLEY RENEE W | CORPORATE SECRETARY | — |
| AGURKIS MICHAEL PATRICK | CHIEF COMPLIANCE OFFICER/PRESIDENT/CORP SECRETARY; VICE PRESIDENT | — |