Frankie Brin
Frankie Brin is a ChFC-designated registered investment advisor at Vanderbilt Advisory Services, based in Fruitland Park, FL, with 31 years of industry experience. Frankie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
3261 US Highway 441, Building D1, Fruitland Park, FL, 34731
Get directionsHistory
Regulatory History (2)
Regulatory
February 2015Employment Separation After Allegations
August 2014Other Business ActivitiesSells Insurance
Frankie owns Brin Financial, a DBA for fixed insurance business, and is an agent for TruChoice Financial and Ash Brokerage, selling fixed insurance products including life, health, disability, and annuities. Frankie also sells fixed insurance products through Aim Virtual Advisors/Annuity Gator; these activities take about 20% of Frankie's time.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Investacorp, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.Broker
Sigma Financial CorporationBroker
American General Securities IncorporatedBroker
New England SecuritiesBroker
State Registrations11 states
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.