FM
FM

Frank Mcdonnell

24 Years of Experience
Virginia Beach, VA
1 DisclosureBroker

Frank Mcdonnell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2101 Parks Ave, Suite 701, Virginia Beach, VA, 23451

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History

Regulatory History (1)
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Customer Dispute
December 2016
Denied
Other Business Activities

Frank works as a financial advisor for Cape Henry Private Wealth Group, focusing on financial planning and investments. He dedicates no time outside of his primary role to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2018 - October 2018 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2001 - October 2018 · 16 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2001 - October 2018 · 17 yrs 5 mos
State Registrations15 states
AZCADCFLGAMDMEMONCNVNYPASCVAWV
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.
Frank Mcdonnell - Financial Advisor | TrueAdvisor