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Frank Blackard

53 Years of Experience
Maitland, FL
BrokerSells Insurance

Frank Blackard is a registered investment advisor at Cetera Investment Advisers LLC, based in Maitland, FL, with 53 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

1404 Druid Road, Maitland, FL, 32751

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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 a fixed insurance agent with various companies since 2015, spending a few hours per week selling life insurance. He also owns Blackard Financial Services, LLC, an entity used for income and expenses, but spends no time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
February 2015 - Present · 11 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2015 - March 2024 · 9 yrs 1 mo
Capital Guardian, LLCBroker
July 2011 - March 2015 · 3 yrs 8 mos
Capital Guardian Wealth Management, LLC
July 2011 - March 2015 · 3 yrs 8 mos
Circle One Wealth Management, LLC
April 2010 - March 2012 · 1 yr 11 mos
Triton Financial, LLC
October 2009 - December 2010 · 1 yr 2 mos
Veritrust Financial, LLCBroker
August 2009 - July 2011 · 1 yr 11 mos
Multi-Financial Securities Corporation
January 2007 - August 2009 · 2 yrs 7 mos
Multi-Financial Securities CorporationBroker
November 2005 - August 2009 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 1992 - November 2005 · 13 yrs 8 mos
Raymond James Financial Services
March 1992 - November 2005 · 13 yrs 8 mos
Walnut Street Securities, INC.Broker
April 1991 - March 1992 · 11 mos
Ifg Network Securities, INC.Broker
October 1990 - April 1991 · 6 mos
Investors Asset Management, INC.Broker
August 1986 - November 1990 · 4 yrs 3 mos
Manequity, INC.Broker
March 1973 - August 1986 · 13 yrs 5 mos
E.I. Sales, INC.Broker
September 1971 - April 1972 · 7 mos
State Registrations18 states
AZCACOCTFLGAILINMDNCNYPASCTXVAVTVirgin IslandsWA
AdvisorBrokerBoth

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