Frank Esposito (CRD# 2457931) is an Investment Advisor Representative working at Evernest Financial Advisors in Carmel, IN and has over 26 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 31 Evernest Financial Advisors | Carmel, IN | Feb 2022 - Current | 2 |
| Sanctuary Wealth | Indianapolis, IN | Feb 2022 - Current | 2 |
| Windsor Wealth Management | Indianapolis, IN | Dec 2015 - Current | 8 |
| Washington & Scoville, LLC | Indianapolis, IN | Aug 2015 - Dec 2015 | < 1 |
| Ubs Financial Services Inc. | Indianapolis, IN | Jul 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
- IN
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts827ACCOUNTS
-
Average Account Value$586,201
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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