Frank Mamola (CRD# 6122175) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sand Springs, OK and has over 11 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Frank Mitchell Mamola And Associates | Tulsa, OK | May 2022 - Current | 1 |
| Aeg Worldwide | Los Angeles, CA | Aug 2021 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2021 - Current | 2 |
| Edward Jones | St Louis, MO | Sep 2014 - Jul 2021 | 6 |
| Bank Of America, N.a. | Tulsa, OK | May 2013 - Sep 2014 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa, OK | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- OK
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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)
- Educational seminars/workshops
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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