Frank SchornagleCRD Number: 1257056
Current Firm: Biltmore Family Office, LLC
Frank Schornagle (CRD# 1257056) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 33 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Biltmore Family Office, LLC||Orlando, FL||Apr 2016 - Current||2|
|Genspring Family Offices, LLC||Orlando, FL||Aug 2002 - Apr 2016||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management1,391MILLIONS
Total Number of Accounts947ACCOUNTS
Average Account Value$1,468,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, NC, NH, PA, SC, TX