Frank Messano
Frank Messano is a registered investment advisor at LPL Financial LLC, based in Seal Beach, CA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13001 Seal Beach Blvd., Suite 375, Seal Beach, CA, 90740
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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 is involved in several outside business activities, including non-variable insurance with Midland Life Insurance and One American, each taking minimal time. He also dedicates full-time hours to Dilday and Associates and Mariner Independent Advisor Network, the latter being an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
First Financial Equity CorporationBroker
First Financial Equity Corporation
Tri Ad Capital Management INC.
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
State Registrations26 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.