Frank founded Forty4 Financial with the mission statement to provide financial planning in a clear and concise way, and with a distinct investment profile with social responsibility at the forefront.
Frank has worked in the financial industry his entire career, encompassing real estate, commercial lending, investment management and as a financial advisor. This diverse background has proven to be a solid foundation to guide his clients through the obstacles and opportunities they may encounter, with a successful client experience being the ultimate goal.
In his spare time, Frank spends time with his family, competes in triathlons, and enjoys spending time outdoors.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forty4 Financial, LLC | Bethesda, MD | Apr 2023 - Current | 1 |
| Advisory Services Network, LLC | Atlanta, GA | Apr 2018 - Current | 6 |
| Wells Fargo Advisors Financial Network, LLC | Bethesda, MD | Aug 2014 - Apr 2018 | 3 |
| Unemployed | Newington, CA | Dec 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- MD
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$191,789
- 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
- Pension consulting services
MD
Advisory services offered through Forty4 Financial, A Member of Advisory Services Network, LLC.
6600 Peachtree Dunwoody Embassy Row 600, Suite 575, Atlanta, GA 30328 770-352-0449
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