Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Dalton Durrum is a financial advisor with over 13 years of experience in the industry. Frank is registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 66 and SIE licenses. Frank is a Registered Representative (RA) in Texas. Frank previously worked for Edward Jones in Mount Pleasant, TX, and has experience in serving a wide range of clients, including high-net-worth individuals, corporations, businesses, and institutions. Frank specializes in providing financial planning, investment management, and portfolio management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/18/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mount Pleasant TX)
TX
05/10/2010 - 10/23/2023
EDWARD JONES (MT PLEASANT TX)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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