Frank Palmasani, financial advisor Joliet IL

Frank Palmasani

CRD Number: 1630137
Current Firm: Lincoln Investment

Frank Palmasani (CRD# 1630137) is an Investment Advisor Representative working at Lincoln Investment in Joliet, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Sourcebooks Naperville, IL Dec 2011 - Current 12
Sourcebooks Naperville, IL Dec 2011 - Current 12
Lincoln Investment Cincinnati, OH Aug 2010 - Current 13
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Current 19
Hinsdale South High School Darien, IL Aug 1993 - Current 30
Unifinancial Shorewood, IL Dec 1986 - Current 37
Hinsdale South High School Darien, IL Aug 1993 - Aug 2014 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Frank J. Palmasani
Phone Number: 215-887-8111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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