John Frenzel, financial advisor Clarksburg WV
93 score

John Frenzel

CRD Number: 5612593
Current Firm: Oppenheimer & Company Inc.

John Frenzel (CRD# 5612593) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Clarksburg, WV and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Clarksburg, WV Aug 2013 - Current 3
Rbc Capital Markets Corporation Clarksburg, WV Mar 2009 - Aug 2013 4
Merrill Lynch Bridgeport, WV Oct 2008 - Feb 2009 < 1
Wells Fargo Financial Bridgeport, WV Jul 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for John R. Frenzel
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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