FC
FC
Frank Cardia
17 Years of Experience
Point Pleasant, NJ
5 Disclosures
Frank Cardia is a registered investment advisor at Blue Sky Financial, based in Point Pleasant, NJ, with 17 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Investment consulting services - Blue Sky charges $150 per hour.
- Fixed fee consulting services - Depending on the scope of the project, Blue Sky can provide consulting services under a fixed fee arrangement. The minimum fixed fee is $1,000, and the maximum fixed fee is generally no more than $3,000.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$150/hr
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Location
1816 Riviera Parkway, Point Pleasant, NJ, 08742
Get directionsHistory
Regulatory History (5)
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Judgment / Lien
May 2014Employment Separation After Allegations
November 2000Regulatory
March 2000Final
Investigation
December 1999Customer Dispute
November 1998Award / Judgment
Employment History
Current Registrations
Blue Sky Financial
May 2020 - Present · 6 yrs
Previous Registrations
Blue Sky Financial
February 2018 - December 2019 · 1 yr 10 mos
Blue Sky Financial
June 2012 - December 2017 · 5 yrs 6 mos
J.P. Turner & Company, L.L.C.Broker
November 2000 - January 2001 · 2 mos
Barron Chase Securities, INC.Broker
January 1998 - November 2000 · 2 yrs 10 mos
Worthington Capital Group, INC.Broker
July 1997 - December 1997 · 5 mos
Investors Associates, INC.Broker
December 1996 - July 1997 · 7 mos
State Registrations1 state
NJ
Advisor
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.