FC
FC

Frank Cunnane

39 Years of Experience
Manteo, NC
Broker

Frank Cunnane is a registered investment advisor at Ameriprise Financial Services, LLC, based in Manteo, NC, with 39 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Manteo, NC

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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 Activities

Frank owns The Physics to Economics Corporation and holds a patent for a power-generating hydroconveyor. He is also an author of two books, dedicating about 10-20% of his time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Masters Consulting Group
January 2015 - September 2023 · 8 yrs 8 mos
LPL Financial LLC
November 2011 - September 2023 · 11 yrs 10 mos
LPL Financial LLCBroker
November 2011 - September 2023 · 11 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2007 - December 2011 · 4 yrs
Wells Fargo Advisors Financial Network, LLC
December 2007 - December 2011 · 4 yrs
Wachovia Securities, LLC
July 2003 - December 2007 · 4 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2007 · 4 yrs 5 mos
Prudential Securities Incorporated
December 2000 - July 2003 · 2 yrs 7 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Painewebber IncorporatedBroker
January 1995 - November 2000 · 5 yrs 10 mos
Kidder, Peabody & CO. IncorporatedBroker
June 1986 - January 1995 · 8 yrs 7 mos
State Registrations40 states
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMONCNDNHNJNVNYOHORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.