Frank Zocco, financial advisor Brockway PA

Frank Zocco

CRD Number: 2723564
Current Firm: Lpl Financial LLC

Frank Zocco (CRD# 2723564) is an Investment Advisor Representative working at Lpl Financial LLC in Brockway, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Brockway, PA May 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - May 2023 10
Independence Portfolio Partners LLC Washington, PA Jan 2006 - May 2023 17
Atlas Brokerage Company, LP Washington, PA Dec 2003 - May 2023 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Frank R. Zocco
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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