John FrenzelCRD 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 8 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Oppenheimer & Company Inc.||Clarksburg, WV||Aug 2013 - Current||4|
|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|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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