Frank DoggerCRD Number: 868638
Current Firm: Cadaret Grant & Co Inc.
Frank Dogger (CRD# 868638) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lancaster, PA and has over 33 years of experience in the finance industry. Frank Dogger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Lancaster Financial Group LLC||Lancaster, PA||Apr 2013 - Current||4|
|Cadaret, Grant & Company, Inc.||Lancaster, PA||Feb 2000 - Current||17|
|Lancaster Financial Services||Lancaster, PA||Mar 1990 - Apr 2013||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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)
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