Frank Speace
Frank Speace is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Augustine, FL, with 25 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2820 US Highway 1 S, Suite I, Saint Augustine, FL, 32086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank receives ongoing trails from past Aflac insurance business, dedicating minimal time. He also manages Century Advisors, LLC and Century Tax & Financial Services, and owns rental real estate, spending about 10-20% of his time on the tax and financial services business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Allstate Financial Services, LLCBroker
American General Securities IncorporatedBroker
Affinity Wealth Management, INC.
State Registrations21 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.
Exams
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