Dennis Vincent Clavin

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

• 06/2016 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 1995-02-10 → 2016-06-02
  Cetera Wealth Services, Llc
  Seattle, WA
  Seattle, WA
• 1991-01-09 → 2006-08-11
  Advantage Financial Group, Inc
  Seattle, WA

Other Businesses

1) SELLING FIXED HEALTH INSURANCE, INVESTMENT RELATED. CONDUCTED AT BRANCH LOCATION. 2) OWNER OF DENNIS CLAVIN, LLC. ENTITY CREATED TO FACILITATE OPERATIONS OF SECURITIES, ADVISORY, AND INSURANCE BUSINESSES. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-04-15

Designations

• Certified Financial Planner