Joseph Curtis Francisco

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Asset Advisory Services, Inc.
  Jupiter, FL
• 10/2013 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; as of 11/21/2015, Less than 5% of time spent during business hours, investment related; conducted at branch. 2. Co-Owner, Asset Advisory Services, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2021; 20% of time spent during business hours; conducted at branch; investment related. 3. Co-owner & Vice President, BUB Unlimited, LLC; an entity created for the purpose of owning real estate at 2141 Alternate A1A South, Suite 310, Jupiter, FL 33477; as of 7/01/2023; 50% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21

Other Names

• Joe Curtis Francisco