Frank AcostaCRD Number: 2084737
Current Firm: Iht Wealth Management LLC
Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Lpl Financial, LLC||San Antonio, TX||Dec 2019 - Current||3|
|Iht Wealth Management LLC||San Antonio, TX||Dec 2019 - Current||3|
|Sigma Financial||Ann Arbor, MI||Oct 2014 - Dec 2019||5|
|Principal Life Ins Co||San Antonio, TX||Dec 2013 - Oct 2014||< 1|
|Princor Financial Services Corp||San Antonio, TX||Dec 2013 - Oct 2014||< 1|
|Usaa Financial Planning Services||San Antonio, TX||Aug 2013 - Dec 2013||< 1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Aug 2013 - Dec 2013||< 1|
|Lpl Financial||San Antonio, TX||Apr 2013 - Jul 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2001|
Total Assets Under Management4,374MILLIONS
Total Number of Accounts18,644ACCOUNTS
Average Account Value$234,583
- 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)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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