Frank Lovaglio, financial advisor Orlando FL

Frank Lovaglio

CRD Number: 1299700
Current Firm: Kestra Advisory Services, LLC

Frank Lovaglio (CRD# 1299700) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Orlando, FL Jan 2022 - Current 2
Kestra Advisory Services, LLC Orlando, FL Jan 2022 - Current 2
Concourse Financial Group Securities Inc (fka Proequities, Inc) Orlando, FL Jul 1994 - Jan 2022 27
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: 8445537872
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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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