Frank Fitzgerald, financial advisor Seaford DE
58 score

Frank Fitzgerald

CRD Number: 1422868
Current Firm: Commonwealth Financial Network

Frank Fitzgerald (CRD# 1422868) is an Investment Advisor Representative working at Commonwealth Financial Network in Seaford, DE and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2015 - Current 1
Wsfs Bank Greenville, DE Feb 2012 - Current 4
Invest Financial Corp. Wilmington, DE Feb 2012 - Jan 2015 2
Unemployed Lewes, DE Sep 2011 - Feb 2012 < 1
Invest Financial Corp Wilmington, DE Jun 2011 - Jul 2011 < 1
Cco Investment Services Corp. Lewes, DE May 2002 - Jun 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Frank G. Fitzgerald
Phone Number: 781-736-0700
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV

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BADGES
58

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