Frank LovaglioCRD 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 22 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Proequities, Inc.||Orlando, FL||Jul 1994 - Current||23|
|Lovaglio & Assoc. Inc./dba Security Fina||Orlando, FL||Sep 1988 - Current||29|
|Rex Uffrant Assoc Leon Huffman President||Orlando, FL||Dec 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management2,788MILLIONS
Total Number of Accounts17,256ACCOUNTS
Average Account Value$161,538
- 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
- 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
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