FD
ChFC
FD
ChFC

Frank Doyle

38 Years of Experience
Bensalem, PA
BrokerSells Insurance

Frank Doyle is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bensalem, PA, with 38 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Bensalem, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Frank is the owner of Doyle Financial, LLC, offering financial services, securities, and investment products. He is also an independent insurance agent selling fixed insurance products; both activities consume nearly all of Frank's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2004 - June 2021 · 16 yrs 7 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
November 2000 - January 2004 · 3 yrs 2 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - November 2000 · 3 yrs 1 mo
Jefferson-Pilot Investor Services, INC.Broker
February 1996 - October 1997 · 1 yr 8 mos
Uslife Equity Sales CORP.Broker
January 1990 - March 1994 · 4 yrs 2 mos
Ina Security CorporationBroker
August 1985 - December 1989 · 4 yrs 4 mos
State Registrations28 states
AZCACOCTDEFLGAINKSLAMDMENCNHNJNVNYOHORPASCTNUTVAVTWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Frank Doyle - Financial Advisor | TrueAdvisor