Oneamerica Securities
46yrs
Top advisor by experience in Waltham
13yrs
Mark Richard
Financial advisor at Commonwealth Financial Network
Based in Waltham, Massachusetts, Mark Richard is a fiduciary financial advisor with 13 years of industry experience. Mark has been with Commonwealth Financial Network since 2018; before that, Mark spent five years at Signator Investors. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office275 Wyman Street, Suite. 400, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowCommonwealth Financial NetworkCurrent firm
- 2013 – 2018Signator Investors, Inc.Previously
Contact Mark
(781) 736-0700Commonwealth Financial Network main office 275 Wyman Street, Suite. 400Waltham, MA 02451Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Mark Richard. Mark works from the Waltham, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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