Frank Charlton (CRD# 1953747) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, DE and has over 28 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newark, DE | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Newark, DE | Jan 1989 - Mar 2017 | 28 |
| Metropolitan Life Insurance Company | Newark, DE | Jan 1989 - Jul 2016 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
- DE
- PA
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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