Frank Finchum, financial advisor Opelousas LA
93 score

Frank Finchum

CRD Number: 1856032
Current Firm: Edward Jones

Frank Finchum (CRD# 1856032) is an Investment Advisor Representative working at Edward Jones in Opelousas, LA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP Opelousas, LA Mar 1988 - Current 30
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Frank D. Finchum
Phone Number: 314-515-2000
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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