Rosemary Frank (CRD# 4787101) is an Investment Advisor Representative working at Rosemary Frank Financial, LLC in Brentwood, TN and has over 19 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosemary Frank Financial, LLC | Brentwood, TN | Jul 2015 - Current | 8 |
| Financial Advantage, Inc. | Brentwood, TN | Mar 2003 - Current | 21 |
| Transamerica Financial Advisors, Inc. | Cincinnati, OH | Jan 2012 - Aug 2015 | 3 |
| World Financial Group | Cincinnati, OH | Aug 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
- TN
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$522,431
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TN
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