Frank BonsackCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- 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)
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