Frank SpeaceCRD Number: 4498867
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Lpl Financial LLC
Oppenheimer & Company Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fitt Financial Group||Hartsville, PA||Jan 2017 - Current||6|
|Aflac Rep||Hartsville, PA||Dec 2014 - Current||8|
|Raymond James Financial Services Advisors Inc.||Hartsville, PA||Apr 2014 - Current||9|
|Raymond James Financial Services, Inc.||Hartsville, PA||Mar 2014 - Current||9|
|Century Tax & Financial Services||Hartsville, PA||Jan 2005 - Current||18|
|Rental Real Estate||Harsville, PA||Jan 2005 - Current||18|
|Century Insurance Dba Goosehead Insurance||Hartsville, PA||Jan 2020 - Apr 2020||< 1|
|Wilmington University||Wilmington, DE||Aug 2011 - Sep 2019||8|
|H.d. Vest Advisory Services||Wilmington, DE||Jun 2004 - Mar 2014||9|
|H.d. Vest Investment Services||Wilmington, DE||Dec 2003 - Mar 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.