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Frank Speace, financial advisor Warminster PA

Frank Speace

CRD Number: 4498867
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Frank Speace (CRD# 4498867) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warminster, PA and has over 22 years of experience in the finance industry. Frank Speace has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Frank C. Speace
1200 Old York Road, Suite 102, Warminster, PA 18974
Phone Number: 727-567-3020
Firm Website: https://twitter.com/rjcareers
Registered State(s):
  • DE
  • FL
  • PA
  • TX
Current Firm Details
Raymond James Financial Services Advisors, Inc.
Firm's CRD Number: 149018
880 Carillon Parkway, Saint Petersburg, FL 33716
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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