Frank Bonsack, financial advisor Saint Petersburg FL
96 score

Frank Bonsack

CRD Number: 4492079
Current Firm: Fifth Third Securities, Inc.

Frank Bonsack (CRD# 4492079) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Saint Petersburg, FL and has over 14 years of experience in the finance industry. Frank Bonsack 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.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities St. Petersburg, FL Sep 2011 - Current 5
Fortigent Securities Company, LLC Rockville, MD Sep 2007 - Aug 2011 3
Lydian Private Bank Tampa, FL Feb 2006 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Frank C. Bonsack
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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