Frank EchelmeyerCRD 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 16 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Coastal Equities, Inc.||Wilmington, DE||Jul 2017 - Current||< 1|
|Camelot Portfolios, LLC||Maumee, OH||Jul 2015 - Current||2|
|Camelot Advisors, LLC||Maumee, OH||Jul 2015 - Current||2|
|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|
|Northwestern Mutual Investment Services, LLC||Toedo, OH||Apr 2009 - Jun 2009||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Dec 2008 - Jun 2009||< 1|
|Northwestern Mutual Investment Services, LLC||Toledo, OH||Dec 2008 - Jun 2009||< 1|
|Unemployed||Sylvania, OH||Oct 2008 - Nov 2008||< 1|
|Metlife Securities||Maumee, OH||Aug 2008 - Oct 2008||< 1|
|Unemployed||Toledo, OH||Mar 2008 - Aug 2008||< 1|
|Fifth Third Bank||Toledo, OH||Oct 2005 - Mar 2008||2|
|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|
Total Assets Under Management391MILLIONS
Total Number of Accounts4,817ACCOUNTS
Average Account Value$81,193
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, CT, FL, IL, IN, MA, MI, NC, NY, OH, PA, TN, TX, WI
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