Frank Orlando
Frank Orlando is a registered investment advisor at LPL Financial LLC, based in Furlong, PA, with 21 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Furlong, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2020Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Frank is involved with Orlando Wealth Management Group, LLC, Orlando Financial Group, LLC, Impact Partnership (selling non-variable insurance), TruStone Wealth Management, LLC (DBA for LPL business), and Simplicity Life (selling non-variable insurance). He spends about 10-20% of his time each month on Impact Partnership and Simplicity Life, and about a quarter of his time on TruStone Wealth Management, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations4 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
More Advisors
- Jacob Riloff, ChFCLPL Financial LLC
- Russell Weiss, CFPCreative Planning
- James Bartow, CFPUnited Planners' Financial Services of America a Limited Partner