Frank Collins, financial advisor Elizabethtown PA

Frank Collins

CRD Number: 703841
Current Firm: Harmony Road Advisors

Frank Collins (CRD# 703841) is an Investment Advisor Representative working at Harmony Road Advisors in Elizabethtown, PA and has over 40 years of experience in the finance industry. Frank Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Geoffrey Abendschoen, financial advisor Elizabethtown PA
Geoffrey Abendschoen
CRD# 7024940
Thrivent Investment Management Inc.
Similar Advisors
John Abiuso, financial advisor Elizabethtown PA
John W. Abiuso
CRD# 4183456
Wells Fargo Clearing Services, LLC
Similar Advisors
Andrew Achenbach, financial advisor Elizabethtown PA
Andrew D. Achenbach
CRD# 5472786
Foresight Financial Planning LLC
Professional Designations
Company Name Location Dates Years
Harmony Road Advisors, LLC Elizabethtown, PA Aug 2020 - Current 1
Altius Learning Inc. Hershey, PA Jun 2020 - Current 2
Miacomet Partners LLC Mechanicsburg, PA Jan 2020 - Jul 2021 1
Purshe Kaplan Sterling Investments Albany, NY Jul 2017 - Aug 2020 3
Avantra Family Wealth Mechnicsburg, PA Jul 2017 - Aug 2020 3
5 Points Family Wealth, LLC Hummelstown, PA Apr 2017 - Jul 2017 < 1
Retired Hummelstown, PA Jan 2017 - Jun 2017 < 1
Bank Of America Camp Hill, PA Jan 2016 - Dec 2016 < 1
Bank Of America Camp Hill, PA Dec 2007 - Dec 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Oct 1994
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Frank R. Collins
Phone Number: 717-433-3594
Registered State(s):
  • PA
Current Firm Details
Harmony Road Advisors
Firm's CRD Number: 311126
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $163,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.