Matthew Frank (CRD# 5789235) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Jefferson City, MO and has over 12 years of experience in the finance industry.
CRD# 2788374
Lpl Financial LLC
CRD# 4433438
Edward Jones
CRD# 5878134
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2022 - Current | 1 |
| Retirement Plan Advisors, LLC | Jefferson City, MO | Mar 2016 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2014 - Current | 9 |
| Retirement Plan Advisors, LLC | Jefferson City, MO | Sep 2014 - Mar 2016 | 1 |
| Investorservices | Jefferson City, MO | May 2010 - Sep 2014 | 4 |
| Invest Financial Corporation | Jefferson City, MO | May 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MO
- TX
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts9,654ACCOUNTS
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Average Account Value$152,521
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI
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