Elevia Mc Coy Hearne

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

• 11/2011 → 01/2022
  Commonwealth Financial Network
  Waltham, MA
• 09/2013 → 01/2022
  Murphy Matza Wealth Management
  New Bern, NC
• 01/2022 → Present
  Murphy Matza Wealth Management
  North Carolina, NC
• 01/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Fixed insurance sales; as of 04/27/2022; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-08-04

Other Names

• Elevia Anisa Mccoy
• Elevia Anisa Hearne