Frank BuccieroCRD Number: 5595902
Current Firm: Independent Financial Partners
Frank Bucciero (CRD# 5595902) is an Investment Advisor Representative working at Independent Financial Partners in Cocoa Beach, FL and has over 7 years of experience in the finance industry.
Rall Capital Management, Inc.
Arbogast Financial Advisors, LLC
Atlantic Wealth Advisory Services, LLC
|Lpl Financial LLC||Cocoa Beach, FL||Jan 2018 - Current||< 1|
|Independent Financial Partners||Cocoa Beach, FL||May 2016 - Current||1|
|Lpl Financial, LLC||Melbourne, FL||Nov 2013 - May 2016||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2013 - Nov 2013||< 1|
|Suntrust Bank||New Smyrna Beach, FL||Apr 2013 - Nov 2013||< 1|
|Wells Fargo||Titusville, FL||Apr 2012 - Apr 2013||1|
|Wells Fargo Advisors LLC||Merritt Island, FL||May 2010 - Apr 2013||2|
|Wells Fargo Advisors||Merritt Island, FL||May 2010 - Apr 2012||1|
|Summit Brokerage Services, Inc.||Titusville, FL||Jul 2009 - May 2010||< 1|
|Summit Brokerage Services||Titusville, FL||Jul 2009 - Apr 2010||< 1|
|Unemployed||Titusville, FL||Apr 2009 - Jul 2009||< 1|
|David Keefe Roofing||Cocoa, FL||Jan 2009 - Jul 2009||< 1|
|David Keefe Roofing & Construction||Titusville, FL||Feb 2009 - Apr 2009||< 1|
|The Gms Group, LLC||Miami, FL||Aug 2008 - Jan 2009||< 1|
|The Gms Group LLC||Miami, FL||Apr 2008 - Jan 2009||< 1|
|University Of N. Fl/bcc||Jacksonville/titusville, FL||May 2003 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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