David FrankCRD Number: 3095112
Current Firm: Fsc Securities Corporation
David Frank (CRD# 3095112) is an Investment Advisor Representative working at Fsc Securities Corporation in Frederick, MD and has over 23 years of experience in the finance industry.
Equitable Advisors, LLC
Grove Point Advisors, LLC
Securian Financial Services, Inc.
|Fsc Securities Corporation||Frederick, MD||Mar 2005 - Current||16|
|Kramer Financial Insurance Agency||Frederick, MD||Mar 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management10,144MILLIONS
Total Number of Accounts40,249ACCOUNTS
Average Account Value$252,028
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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