FI
CFP
FI
CFP

Frank Joseph Imperial

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

250 Tanglewood Lane, King of Prussia, PA, 19406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Frank operates his LPL business through CPC Financial Planning, Inc. He also works at Clairmont, Paciello & Co., P.C. providing tax preparation and accounting services, sells non-variable insurance, and uses Tanglewood Financial Services Inc. for tax/investment purposes; each of these activities takes a significant amount of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2019 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 2 mos
Cpc Financial Planning, INC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Royal Alliance Associates, INC.
June 2018 - December 2019 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
November 2017 - December 2019 · 2 yrs 1 mo
State Registrations11 states
AZCADEFLGAINMAMDNJPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.