Commonwealth Financial Group Employee Directory

Financial ServicesSouth Carolina, United States51-200 Employees

Commonwealth Financial Group is a Charleston-based financial services firm established in 2001. It emphasizes independent, team-oriented planning to develop personalized financial strategies for clients. The firm aims to help clients align their financial goals with what matters most, defining wealth in terms of meaningful impact now and for future generations.

It operates as an independently owned firm that offers its own suite of products and services, while securities and advisory offerings are provided through Cetera-affiliated firms, which are separately owned. This structure places Commonwealth within the financial services sector as a practice serving individuals and families with personalized planning and investment guidance via an independent platform. The company is based in Charleston, South Carolina, and operates as a mid-sized firm.

Find Commonwealth Financial Group employees' phone numbers or email addresses

Commonwealth Financial Group Global Highlights

Location
Employees

North America
109

Minus sign iconPlus sign icon
  • United States Of America
    109

Asia
10

Minus sign iconPlus sign icon
  • Indonesia
    5
  • Philippines
    3
  • China
    1
  • Nepal
    1

Oceania
9

Minus sign iconPlus sign icon
  • Australia
    9

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Commonwealth Financial Group's Leadership

  • Stylized image of a person
    B. G.
    Ceo/ Owner
    Phone icon
  • Stylized image of a person
    J. C.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    P. F.
    Chief Sales Officer (cso)
    Phone icon
  • Stylized image of a person
    S. C.
    Managing Partner
    Phone icon
  • Stylized image of a person
    T. H.
    Owner
    Phone icon
  • Stylized image of a person
    N. T.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    E. M.
    Director Of Business Development
    Phone icon
  • Stylized image of a person
    G. P.
    Director Of Operations And Registered Principal
    Phone icon

Commonwealth Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Administrative
  • Analytics
  • Other
  • Human Resources
  • Consultant

Contact profiles from Commonwealth Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. G.
    Ceo/ Owner
    Phone icon
    United StatesSouth Carolina
    Sep 02, 2025
  • Stylized image of a person
    J. C.
    Chief Financial Officer
    Phone icon
    United StatesSouth Carolina
    Sep 25, 2025
  • Stylized image of a person
    P. F.
    Chief Sales Officer (cso)
    Phone icon
    Aug 18, 2022
  • Stylized image of a person
    S. C.
    Managing Partner
    Phone icon
    United StatesVirginia
    Oct 23, 2024
  • Stylized image of a person
    T. H.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    N. T.
    Director Of Financial Planning
    Phone icon
    United StatesArkansas
    Apr 16, 2026
  • Stylized image of a person
    E. M.
    Director Of Business Development
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    G. P.
    Director Of Operations And Registered Principal
    Phone icon
    United StatesMassachusetts
    May 01, 2025
  • Stylized image of a person
    L. P.
    Financial Advisor - Director Of Marketing, Medical Division
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2024
  • Stylized image of a person
    S. H.
    Director, Design Center
    Phone icon
    Jun 02, 2025

Frequently Asked Questions

What is Commonwealth Financial Group known for?

Minus sign iconPlus sign icon
Commonwealth Financial Group was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 225 Seven Farms Drive Suite 106 Charleston, South Carolina 29492 United States; you can contact the main corporate office by phone at . Explore Commonwealth Financial Group's company overview page for more information.

What is Commonwealth Financial Group's most common email format?

Minus sign iconPlus sign icon
Commonwealth Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Commonwealth Financial Group email formats with LeadIQ.

How many employees does Commonwealth Financial Group have currently?

Minus sign iconPlus sign icon
Commonwealth Financial Group has approximately 104 employees as of June 2026. These team members are located across 5 continents, including North AmericaAsiaOceania.

Who are Commonwealth Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Commonwealth Financial Group's key employees include:

  • Ceo/ Owner: B. G.
  • Chief Financial Officer: J. C.
  • Chief Sales Officer (cso): P. F.
  • Managing Partner: S. C.
  • Owner: T. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.