Dustin Defranco, financial advisor Bellaire OH
93 score

Dustin Defranco

CRD Number: 5317625
Current Firm: Founders Financial Alliance, LLC

Dustin Defranco (CRD# 5317625) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Bellaire, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Founders Financial Alliance, LLC Bellaire, OH Apr 2016 - Current < 1
Lpl Financial LLC Bellaire, OH Apr 2016 - Current < 1
J.p. Morgan Securities LLC Shadyside, OH Oct 2012 - Apr 2016 3
Heather N Defranco (dba Snapshot Photography) Wheeling, WV Jul 2013 - Jan 2015 1
Chase Investment Services Corp Bellaire, OH May 2008 - Oct 2012 4
Natcity Investments California, PA Aug 2007 - May 2008 < 1
Edward Jones St. Louis, MO Apr 2007 - Jul 2007 < 1
Ohio University Athens, OH Sep 2000 - Mar 2007 6
Jpmorgan Chase Columbus, OH Apr 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Dustin J. Defranco
Phone Number: 855-860-5940
Registered State(s):
  • FL
  • OH
  • WV
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $243,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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