FB
CFP
FB
CFP

Frank P Bevilacqua

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 N. Miller Road, Akron, OH, 44333

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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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Other Business ActivitiesSells Insurance

Frank is a partner/owner in W3 Wealth Management, LLC and W3 Global, LLC, focusing on financial services. He also receives insurance commissions and has ownership interests in several other LLCs, including Crescendo Capital, Bevilacqua Recreational Investments, W3 Global Accounting, Crescendo Real Estate Holdings, and W3 Financial Group.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
January 2008 - Present · 18 yrs 1 mo
Valmark Advisers, INC.
June 2004 - Present · 21 yrs 8 mos
Valmark Securities, INC.Broker
April 2004 - Present · 21 yrs 10 mos
Previous Registrations
W3 Wealth Advisors, LLC
August 2004 - December 2007 · 3 yrs 4 mos
State Registrations39 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.