Karen FrankinoCRD Number: 4948530
Current Firm: Tyler-stone Wealth Management, LLC
Karen Frankino (CRD# 4948530) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has 1 year of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Tyler-stone Wealth Management, LLC||Beachwood, OH||Apr 2022 - Current||1|
|Lpl Financial, LLC||Beachwood, OH||Apr 2005 - Current||18|
|Tyler-stone Wealth Management, LLC||Beachwood, OH||Feb 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management391MILLIONS
Total Number of Accounts1,493ACCOUNTS
Average Account Value$261,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, GA, IL, IN, MA, NC, NH, NY, OH, PA, SC, TX
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