Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Coffenberry is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Frank has over 20 years of experience in the financial services industry. Frank is currently registered with Cambridge in Georgia and Kentucky. Frank's previous employment includes positions with LPL Financial LLC, Raymond James & Associates, Inc., and Fidelity Brokerage Services LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
05/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
SC
06/02/2022 - 05/08/2024
LPL FINANCIAL LLC (FORT MILL SC)
FL
10/20/2021 - 05/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
SC
10/13/2011 - 10/20/2021
LPL FINANCIAL LLC (FORT MILL SC)
KY
08/24/2007 - 09/28/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
08/19/2005 - 05/21/2007
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
08/19/2005 - 05/21/2007
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
08/19/2005 - 05/21/2007
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
03/01/2004 - 05/05/2005
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
11/07/2002 - 05/05/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IL
05/02/2002 - 11/26/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
03/10/2000 - 03/20/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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