Frank Depeters (CRD# 5023810) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stratham, NH and has over 18 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Dec 2023 - Current | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Comprehensive Wealth Management | Hampton, NH | Dec 2022 - Current | 1 |
| The Patriot Financial Group | Westborough, MA | Oct 2019 - Current | 4 |
| Echelon Planning Group | Westborough, MA | Nov 2022 - Nov 2023 | 1 |
| Securities America, Inc. | Hampton, NH | Oct 2019 - Dec 2022 | 3 |
| Equity Services Inc. | Montpelier, VT | Oct 2017 - Oct 2019 | 2 |
| National Life Group | Montpleier, VT | Oct 2017 - Oct 2019 | 2 |
| Centaurus Financial Inc. | Anaheim, CA | May 2011 - Oct 2017 | 6 |
| Ohio National Financial Services | Cincinnati, OH | Mar 2010 - Oct 2017 | 7 |
| Metropolitin Life Insurance Co | Exeter, NH | Sep 2005 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- NH
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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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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