Frank Calise (CRD# 3022262) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 26 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Kaff Paradise, LLC | Scottsdale, AZ | Dec 2019 - Current | 4 |
| Kaff Mariposa, LLC | Scottsdale, AZ | Dec 2019 - Current | 4 |
| Kaff Calise LLC | Scottsdale, AZ | Jun 2015 - Current | 8 |
| Calise Enterprises, Llc Dba H&r Block | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Cfr Capital Group, LLC | Scottsdale, AZ | May 2006 - Current | 17 |
| Securities America, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| Securities America Advisors, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| Questar Asset Management, Inc. | Minneapolis, MN | Aug 2011 - Dec 2018 | 7 |
| Questar Capital Corporation | Minneapolis, MN | Jul 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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