Francis Anello, financial advisor Valley View OH

Francis Anello

CRD Number: 4483053
Current Firm: Lineweaver Wealth Advisors

Francis Anello (CRD# 4483053) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Jul 2020 - Current < 1
Lineweaver Wealth Advisors, LLC Valley View, OH Jul 2020 - Current < 1
Unemployed Medina, OH Nov 2019 - Jul 2020 < 1
Charles Schwab & Company, Inc. Medina, OH Nov 2001 - Nov 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for Francis A. Anello
Phone Number: 216-520-1711
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    405
    MILLIONS
  • Total Number of Accounts
    2,341
    ACCOUNTS
  • Average Account Value
    $173,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, LA, NY, OH, PA, TX

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