Frank Dzielski, financial advisor Fairmont WV
89 score

Frank Dzielski

CRD Number: 6229796
Current Firm: Summit Financial Group Inc.

Frank Dzielski (CRD# 6229796) is an Investment Advisor Representative working at Summit Financial Group Inc. in Fairmont, WV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services Fairmont, WV Jan 2014 - Current 2
The Red Violin Nutter Fort, WV Aug 2001 - Current 15
Lpl Financial Fairmont, WV Mar 2013 - Dec 2013 < 1
Certification Services Intl. Fletcher, NC Jun 2011 - Dec 2012 1
Harrison County Board Of Education Clarksburg, WV Aug 1999 - Aug 2011 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Frank A. Dzielski
Phone Number: 561-338-2600
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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