Raymond Frankel, financial advisor Los Angeles CA
93 score

Raymond Frankel

CRD Number: 1843594
Current Firm: Burnham Asset Management Corp

Raymond Frankel (CRD# 1843594) is an Investment Advisor Representative working at Burnham Asset Management Corp in Los Angeles, CA and has over 28 years of experience in the finance industry.

Company Name Location Dates Years
Burnham Securities Inc. New York, NY Mar 2001 - Current 15
Technological Investors Mgmt. Corp. Ny, NY Sep 1960 - Current 56
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Raymond Frankel
Phone Number: 212-262-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,042
    MILLIONS
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $4,085,003
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, NJ, NY, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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