Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Louis Crowe is a financial advisor with over 20 years of experience in the industry. Frank currently works at LPL Financial LLC, a well-known financial services firm. Frank is registered in 13 states and holds several industry licenses and certifications. These include the Series 6, 7, 62, and 63 exams and the SIE. Prior to joining LPL Financial, Frank worked at AVANTAX INVESTMENT SERVICES, INC. for over 20 years. Frank specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars to clients in the ASHBURN, VA area.
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.
Consulting and other non-discretionary advisory services
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.
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VA
10/15/2019 - Present
LPL Financial LLC (ASHBURN VA)
VA
11/10/1998 - 10/25/2019
AVANTAX INVESTMENT SERVICES, INC. (Leesburg VA)
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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