Frank Barrale (CRD# 7677782) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
CRD# 5075655
Lpl Financial LLC
CRD# 6117440
Edward Jones
CRD# 6374489
Aegis Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Dec 2022 - Current | 1 |
| Mindie Molina Investment And Insurance | Stuart, FL | Jan 2022 - Current | 2 |
| Value Tool & Engineering | Palm City, FL | Aug 2019 - Mar 2022 | 2 |
| Sunfire Financial | Stuart, FL | Jul 2021 - Dec 2021 | < 1 |
| Symmetry Financial Group | Stuart, FL | Sep 2020 - Jul 2021 | < 1 |
| First Baptist School | Stuart, FL | Jun 2017 - May 2019 | 1 |
| Chase Bank | Stuart, FL | May 2016 - Jun 2017 | 1 |
| Us Army | Jupiter, FL | Mar 1986 - Apr 2016 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
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Total Assets Under Management143MILLIONS
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$82,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
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