Frank PareCRD Number: 2098302
Current Firm: Pf Wealth Management Group, LLC
Frank Pare (CRD# 2098302) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 30 years of experience in the finance industry. Frank Pare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Ohio National Life Insurance Company||Cincinnati, OH||May 2006 - Current||16|
|Pf Wealth Management Group, LLC||Oakland, CA||Mar 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management22MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$197,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, PA, TX
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