Joel Frank (CRD# 5263015) is an Investment Advisor Representative working at Equilus Group Inc. in East Wenatchee, WA and has over 17 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Wenatchee, WA | Jul 2015 - Current | 8 |
| Equilus Financial Group, Inc. | Wenatchee, WA | Jul 2015 - Current | 8 |
| Apex Advisory Group Inc. | Spokane, WA | May 2016 - Apr 2019 | 2 |
| Princor Financial Services Corporation | Wenatchee, WA | Jul 2015 - May 2016 | < 1 |
| Mml Investors Services | Portland, OR | Jun 2013 - Jul 2015 | 2 |
| Mass Mutual Life Insurance Company | Portland, OR | Apr 2013 - Jul 2015 | 2 |
| Equilus Group Inc. | Wenatchee, WA | Nov 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
- IL
- IN
- OR
- WA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$66,161
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, IL, IN, OR, WA
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