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Frank Edward Baar

Cabot Lodge Securities LLC

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About Frank Edward Baar

Frank Edward Baar is a financial advisor with over 30 years of experience in the industry. Frank is currently registered with Cabot Lodge Securities LLC, and has been with the firm since 2013. He holds the Series 6, Series 63, and SIE licenses. Frank has previously worked with Allied Beacon Partners, Inc., Workman Securities Corporation, ING Financial Advisors, LLC and Aetna Life Insurance and Annuity Company. Frank has a strong track record of providing financial advice to clients in Arizona, Colorado, District of Columbia, Florida, Georgia, Kentucky, Maryland, Minnesota, Mississippi, Missouri, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia and West Virginia.

Firm Information

Frank Baar is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Frank Baar’s Registration & Firm History

SC

07/01/2013 - Present

Cabot Lodge Securities LLC (North Myrtle Beach SC)

VA

10/03/2011 - 07/03/2013

ALLIED BEACON PARTNERS, INC. (HARDY VA)

VA

01/30/2009 - 09/30/2011

WORKMAN SECURITIES CORPORATION (HARDY VA)

VA

10/15/1993 - 02/04/2009

ING FINANCIAL ADVISERS, LLC (HARDY VA)

CT

11/21/1991 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 04/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Edward Baar.
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