Frank Abella (CRD# 3214727) is an Investment Advisor Representative working at Investment Partners Asset Management in Painter, VA and has over 24 years of experience in the finance industry.
CRD# 1689525
Kingswood Wealth Advisors, LLC
CRD# 3099168
Lpl Financial LLC
CRD# 4623902
Financial Solutions
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Partners Asset Management | Metuchen, NJ | Jul 1999 - Current | 24 |
| Investments Partners Capital & Mgmt | Metuchen, NJ | Aug 1998 - Current | 25 |
| T.r. Winston & Company, LLC | Bedminster, NJ | Mar 2004 - Jun 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NJ
- VA
-
Total Assets Under Management225MILLIONS
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$459,037
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, LA, MA, NC, NH, NJ, NM, NY, SC, TX, VA, VT
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