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Frank Pat Bevilacqua

31 Years of Experience
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 N Miller Rd, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Frank is involved in several business activities, including Family Bus.Services, LLC (consulting), W3 Global Accounting, LLC (public accounting), W3 Wealth Advisors LLC (investment advisory), Stonehedge Enterprises, Inc. (bowling center), Bevilacqua Recreational Inv., W3 Wealth Management LLC (investment advisory), Akron Zoo (board member), Portage Country Club (board member), University of Akron (foundation board member), and Crescendo Real Estate Holdings LLC (commercial real estate rental). None of these activities appear to involve the sale of insurance products.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
W3 Wealth Advisors, LLC
June 2004 - December 2007 · 3 yrs 6 mos
Valmark Securities, INC.Broker
January 2004 - November 2024 · 20 yrs 10 mos
Mony Securities Corporation
December 2003 - January 2004 · 1 mo
Mony Securities CorporationBroker
December 2003 - January 2004 · 1 mo
Trusted Advisors
July 2003 - December 2003 · 5 mos
Trusted Securities Advisors CORP.Broker
May 2001 - December 2003 · 2 yrs 7 mos
Mony Securities CorporationBroker
September 1999 - March 2001 · 1 yr 6 mos
H.D. Vest Investment Securities, INC.Broker
August 1987 - December 1992 · 5 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.