Frank Re (CRD# 6325930) is an Investment Advisor Representative working at Lpl Financial LLC in Mason, OH and has over 6 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cincinnatti, OH | Aug 2016 - Current | 7 |
| Lebanon Citizens National Bank | Lebanon, OH | Jun 2016 - Current | 7 |
| Lapels Dry Cleaning | West Chester, OH | May 2012 - Jun 2016 | 4 |
| Anthem Blue Cross Blue Shield | Mason, OH | May 2015 - May 2016 | 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2011 - May 2016 | 4 |
| Northwestern Mutual | West Chester, OH | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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