Gregory Frank, financial advisor Jefferson City MO
93 score

Gregory Frank

CRD Number: 2974857
Current Firm: Smith Moore & Company

Gregory Frank (CRD# 2974857) is an Investment Advisor Representative working at Smith Moore & Company in Jefferson City, MO and has over 12 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Smith Moore & Co St Louis, MO May 2009 - Current 7
Wachovia Securities, LLC Jefferson City, MO Jan 2008 - May 2009 1
A.g. Edwards Jefferson City, MO Aug 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Gregory M. Frank
Phone Number: 314-727-5225
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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