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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Richard Frank is an investment advisor representative with Fisher Investments. Donald has been in the financial industry for over 20 years and holds the Series 6, 7, 63, and 65 licenses. Donald has worked for several firms before joining Fisher Investments, including FS Investment Solutions, LLC, Victory Capital Advisers, Inc., and SEI Investments Distribution Co. Donald currently provides investment advice to individuals, high-net-worth individuals, investment companies, corporations, and pooled investment vehicles. Donald also specializes in portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/07/2023 - Present
Fisher Investments (PLANO TX)
PA
07/18/2014 - 01/04/2017
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
OH
07/25/2008 - 04/14/2014
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
PA
04/15/1999 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MA
06/09/1998 - 01/15/1999
PBHG FUND DISTRIBUTORS (BOSTON MA)
PA
02/23/1998 - 07/07/1998
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 12/16/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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