FH
FH

Frank Hosmer

18 Years of Experience
Canonsburg, PA
Broker

Frank Hosmer is a registered investment advisor at Cetera Investment Advisers LLC, based in Canonsburg, PA, with 18 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

4600 J. Barry Court, Ste. 220, Canonsburg, PA, 15317

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Services LLC
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Services LLCBroker
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Advisers LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Waddell & Reed
July 2014 - July 2021 · 7 yrs
Waddell & ReedBroker
July 2014 - July 2021 · 7 yrs
Santander Securities
February 2013 - June 2014 · 1 yr 4 mos
Santander Securities LLCBroker
February 2013 - June 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
November 2008 - October 2012 · 3 yrs 11 mos
Chase Investment Services CORP.Broker
November 2008 - October 2012 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - November 2008 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - November 2008 · 2 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
Frank Hosmer - Financial Advisor | TrueAdvisor