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Frank Campbell

Cresap, INC.
33 Years of Experience
Radnor, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Frank Campbell is a registered investment advisor at Cresap, INC., based in Radnor, PA, with 33 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 604 clients with $340M in assets under management.

Cresap, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
604 clients
Average Client Portfolio
$561K average
Assets Under Management
$339.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are set by agreement between the client and advisor. Maximum rates are typically 1.5% for Asset Advisor, 1.2% for Custom Choice, and 2% for Private Investment Management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

259 N Radnor Chester Rd, Ste 140, Radnor, PA, 19087

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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 ActivitiesSells Insurance

Frank is appointed with HTA Financial, selling life insurance, fixed annuities, and long-term care insurance. He also serves on the PA Bankers Association Securities & Brokerage Advisory Committee and volunteers as a sports coach and swimming official.

Employment History
Current Registrations
Cresap, INC.
August 2021 - Present · 5 yrs 2 mos
Cresap, INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Uvest Financial Services Group, INC.
August 2002 - February 2010 · 7 yrs 6 mos
Uvest Financial Services Group, INC.Broker
November 1998 - February 2010 · 11 yrs 3 mos
Bcg Securities, INC.Broker
September 1994 - August 1998 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
January 1993 - August 1994 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
January 1993 - August 1994 · 1 yr 7 mos
State Registrations19 states
CACODEFLGAHIKYMAMDMENCNJNYOHORPAVAVTWA
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.
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