Commonwealth Financial Network
Terry Cheng, MBA, is an experienced compliance professional currently serving as a Senior Compliance Advisor - Advertising Review at Commonwealth Financial Network since September 2015. Previously, Terry has held roles in compliance and advertising at National Planning Corporation and worked as an Investment Consultant at Scottrade. Terry's career also includes a position as Vice President of Asia Operations at Gulf South Forest Products, Inc., and experience as a Financial Services Representative with MetLife. Educationally, Terry holds an MBA in Finance from the University of San Francisco School of Management, a Bachelor of Science in Data Analytics from Southern New Hampshire University, and is pursuing an Associate of Science in Physics at San Diego Mesa College. Additionally, an undergraduate degree in Management was earned from the University of Florida.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021