Frank Filisky (CRD# 1264886) is an Investment Advisor Representative working at Tucker Asset Management LLC in Poland, OH and has over 39 years of experience in the finance industry. Frank Filisky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management LLC | Poland, OH | Sep 2015 - Current | 8 |
| Frank C. Filisky LLC | Poland, OH | Dec 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
- OH
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
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