Frank Rich (CRD# 2193099) is an Investment Advisor Representative working at Anchor Financial & Accounting, P.c. in Lansdale, PA and has over 32 years of experience in the finance industry. Frank Rich 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchor Fin'l & Accounting, P.c. | Lansdale, PA | Sep 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- PA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$250,187
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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