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Advisors / Washington / Seattle
33yrs

William Driver

Financial advisor at Commonwealth Financial Network

William Driver has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Seattle, Washington. After a year at Securities America Advisors and eight years at KMS Financial Services, William joined Commonwealth Financial Network in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.

Seattle, WA 98109Top 11% by experience in WashingtonFiduciary advisor

At a glance

Experience33 years (since 1994)
How that compares ?Top 11% by experience in Washington
Office111 Queen Anne Avenue North Suite 501, Seattle, WA 98109
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. Nov 2020 – Dec 2021
    Securities America Advisors, Inc.Previously
  3. 2012 – 2020
    KMS Financial Services, Inc.Previously

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About William

How do I contact William?

Call Commonwealth Financial Network at (781) 736-0700 and ask for William Driver. William works from the Seattle, WA office.

How long has William been a financial advisor?

William has been in the industry since 1994, about 33 years. Top 11% by experience in Washington.

What licenses does William hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William 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 William 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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