Frank Lovaglio, financial advisor Orlando FL
93 score

Frank Lovaglio

CRD Number: 1299700
Current Firm: Investment Advisors

Frank Lovaglio (CRD# 1299700) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Orlando, FL Jul 1994 - Current 22
Lovaglio & Assoc. Inc./dba Security Fina Orlando, FL Sep 1988 - Current 28
Rex Uffrant Assoc Leon Huffman President Orlando, FL Dec 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Frank S. Lovaglio
Phone Number: 800-288-3035
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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