King Financial Network Joins Commonwealth Financial Network®
WALTHAM, MA (May 18, 2015)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, today announces the addition of King Financial Network of Manalapan, New Jersey, to its network of independent financial advisors. Formerly affiliated with LPL Financial, James F. King, Jr., and his team bring with them more than $108 million in client assets.
King Financial Network is an independent financial firm committed to providing customized financial planning services. As objective financial advisors, the team works closely with clients to create highly personalized financial plans designed to meet the goals of each investor. The firm prides itself on its high-touch approach and collaborates with CPAs and attorneys to offer clients a truly comprehensive financial plan. For more information, visit www.KingFN.com.
“We are pleased to welcome King Financial Network to Commonwealth,” said Andrew Daniels, managing principal, business development. “I feel that Jim was drawn most to Commonwealth’s commitment to both quality and community, which are at our core. We will commit our resources and infrastructure, blended with some of the most vital home office staff in the industry, to support their practice, enabling them to grow their business while maintaining their client-centric business model.”
“After much due diligence, we found that partnering with Commonwealth best complemented our practice,” said James F. King, Jr., CFS®, CAS, AAMS, CMFC®. “Our goal is to provide clients with leadership and peace of mind. With Commonwealth, we’re getting exactly that from them—a strong, accessible management team; expert service; and reliable support. We are confident that our affiliation with Commonwealth will result in progressive innovations for both our practice and our clients.”
Tony Kelly, CFP®, CFS, CAS, director of financial planning, added, “Commonwealth’s highly integrated technology platform is remarkable—it’s not just what we need to keep our practice running, but what our clients want to easily and securely access statements and reports. The tools now available to us set our office up for optimal efficiency, which, ultimately, adds to time spent with clients.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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