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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Culkar is an Investment Advisor Representative with Avantax Advisory Services. Frank has been in the industry since 1999 and has experience with 1st Global Capital Corp and other firms. Frank is licensed in 7 states including Florida, Georgia, North Carolina, Ohio, Virginia, and Washington. Frank is also a Certified Public Accountant. Frank has experience providing financial services to clients, including investment advice, financial planning, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
OH
01/31/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NORTH ROYALTON OH)
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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