Francine Olk is a registered investment advisor at Private Advisor Group, LLC, based in Brooklyn, NY, with 28 years of industry experience. Francine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
172 Amherst St, Brooklyn, NY, 11235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francine is doing business as Independent Planner LLC since 2013. She is also a registered investment advisor with Private Advisor Group, LLC since 2014, dedicating all of her time to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
State Registrations11 states
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