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Frank Alan Romero

Buckingham Strategic Partners, LLC

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About Frank Alan Romero

Frank Alan Romero is an investment advisor representative at Buckingham Strategic Partners, LLC. Frank has been in the industry since 2005 and has a Series 7 and Series 66 license. Frank has worked as a financial advisor for over 17 years and is a Certified Financial Planner. In addition to his role at Buckingham Strategic Partners, LLC, Frank is also a registered representative of Foreside Financial Services, LLC. Frank provides a range of financial services including financial planning, pension consulting, and portfolio management. Frank is registered to offer investment advice in 14 states, including Texas, Louisiana, Alabama, Arkansas, Florida, Georgia, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, and Virginia. Frank is committed to providing clients with the highest quality financial advice and service.

Firm Information

Frank Romero is currently registered with Buckingham Strategic Partners, LLC. Buckingham Strategic Partners, LLC is a St. Louis, MO-based investment advisor with approximately $29.34 billion in regulatory assets under management. They provide a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and educational seminars. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors. They also offer a turnkey asset management provider service.
Buckingham Strategic Partners, LLC

8182 MARYLAND AVENUE

ST. LOUIS, MO 63105

$29.34B

Assets Under Management

1,709

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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turnkey asset management provider

Turnkey asset management provider

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee sharing with independent registered investment advisors

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Frank Romero’s Registration & Firm History

TX

12/18/2018 - Present

Buckingham Strategic Partners, LLC (NEW BRAUNFELS TX)

CA

06/02/2005 - 10/29/2018

LORING WARD SECURITIES INC. (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 12/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Alan Romero.
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