Frank Szalay
Frank Szalay is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Cruces, NM, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
650 Montana Avenue, Suite I, Las Cruces, NM, 88001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is a financial advisor at Reed Financial Services since 2013. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Fortis Investors, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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