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Robert Frank

21 Years of Experience
Mclean, VA

Robert Frank is a registered investment advisor at Frank Securities, LLC, based in Mclean, VA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Frank Securities does not directly manage client assets. Instead, they connect clients with investment managers like Wells Fargo Advisors and Cassady & Company. Frank Securities is paid a portion of the fee charged by the selected manager. Clients will not pay a higher fee as a result of using Frank Securities' services. The total management fee is disclosed in the manager's disclosure document.

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Location

1360 Beverly Road, Suite 300, Mclean, VA, 22101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Frank Securities, LLC
May 2004 - Present · 22 yrs
State Registrations1 state
VA
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.