Barbara Frank (CRD# 1629304) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in , and has over 31 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chesapeake Investment Management, LLC | Washington, DC | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- VA
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$1,066,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
DC, MD, VA
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