Francis Frederico (CRD# 5492174) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pine Valley Investments | Cherry Hill, NJ | Jan 2019 - Current | 5 |
| Pine Valley Investment | Cherry Hill, NJ | Jan 2019 - Current | 5 |
| Shingle Oak Advisors, LLC | Voorhees, NJ | Jan 2018 - Current | 6 |
| Pine Valley Private Wealth | Cherry Hill, NJ | Jan 2018 - Dec 2018 | < 1 |
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Jan 2018 | < 1 |
| Creative Financial | Newtown Square, PA | Feb 2015 - Jan 2018 | 2 |
| Metlife Securities | Newtown, PA | Feb 2015 - Feb 2017 | 2 |
| Merrill Lynch | Bala Cynwyd, PA | Apr 2008 - Feb 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- PA
-
Total Assets Under Management1,743MILLIONS
-
Total Number of Accounts4,147ACCOUNTS
-
Average Account Value$420,185
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.