FC
CFP · PFS
FC
CFP · PFS
Frederick Cardinale is a CFP, PFS-designated registered investment advisor, based in Lutz, FL, with 30 years of industry experience. Frederick is also registered as a broker, so some compensation may come from commissions on products sold.
Location
23546 State Road 54, Lutz, FL, 33559
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2010Final
Other Business ActivitiesSells Insurance
Frederick sells equity indexed annuities and life insurance/variable annuities through Avantax Insurance Agency LLC. He also owns Cardinale Financial Group, LLC, where he handles tax preparation and accounting, taking about half of his time, and rental real estate property.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Avantax Advisory Services
April 2010 - September 2025 · 15 yrs 5 mos
H.D. Vest Advisory Services, INC
June 2006 - December 2007 · 1 yr 6 mos
Avantax Investment Services, INC.Broker
January 1996 - September 2025 · 29 yrs 8 mos
State Registrations17 states
ALCACODEFLGALANCNVNYOHOKPASCTNTXVA
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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