Frank Echelmeyer, financial advisor Maumee OH

Frank Echelmeyer

CRD Number: 4444168
Current Firm: Camelot Portfolios, LLC

Frank Echelmeyer (CRD# 4444168) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Realta Equities, Inc. Wilmington, DE Jul 2017 - Current 6
Camelot Portfolios, LLC Maumee, OH Jul 2015 - Current 8
Camelot Advisors, LLC Maumee, OH Jul 2015 - Current 8
Purshe Kaplan Sterling Investments Albany, NY Oct 2015 - May 2017 1
Securities America Inc. Lavista, NE Mar 2010 - Jul 2015 5
United Advisors Toledo, OH Jun 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Frank P. Echelmeyer
Phone Number: 419-794-0538
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    3,006
    ACCOUNTS
  • Average Account Value
    $101,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, FL, IL, IN, MA, MI, MO, NC, NH, NY, OH, PA, TN, TX, WI

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