Frank Conte
Frank Conte is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Camp Hill, PA, with 43 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2009 Market St., Ste A, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Frank is an advisory representative of a registered investment advisor, a founding partner/independent insurance agent for various independent insurance companies, and a managing partner of Conte Wealth Advisors Florida, LLC. He also owns Conte Realty LLC, The Independent Grid (a recruitment & supervisory LLC), and volunteers as a firefighter, dedicating about half of his time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
The Conte-Browne Group, LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.