Frank Vanore (CRD# 1003543) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial, LLC | Parsippany, NJ | Nov 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2018 - Current | 5 |
| Summit Equities, Inc. | Parsippany, NJ | Mar 1982 - Dec 2018 | 36 |
| Summit Financial Resources, Inc. | Parsippany, NJ | Mar 1983 - Sep 2018 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
- NJ
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Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- 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)
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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