Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Commonwealth Financial Network
Location
Greenbank, WA
Credentials
Series 66
Industry experience
12 years
Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and LPL Financial, as well as ownership of Shira Financial, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Greenbank, WA
Texas · Washington
Commonwealth Financial Network
2024 - Present (2 years)
Shira Financial, LLC
2024 - Present (2 years)
Concurrent Advisors
2019 - 2022 (3 years)
Raymond James Financial Services Advisors INC.
2018 - 2024 (6 years)
Raymond James Financial Services, Inc
2018 - 2024 (6 years)
Citrus Wealth Management, LLC
2018 - 2024 (6 years)
LPL Financial, llc
2013 - 2018 (5 years)
KWB Wealth Managers
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Peachcap Tax & Advisory, LLC
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Simplicity wealth
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