Francis DinsmoreCRD Number: 3136602
Current Firm: Oppenheimer & Company Inc.
Francis Dinsmore (CRD# 3136602) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Washington, DC and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Oppenheimer & Company Inc.||Washington, DC||Jun 2008 - Current||8|
|Wachovia Securities, LLC||Washington, DC||Jan 2008 - Jun 2008||< 1|
|A.g. Edwards & Sons, Inc.||St. Louis, MO||Jan 2001 - Jan 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV