Unclaimed
Frank Tamplin is a financial advisor with over 15 years of experience in the financial industry. Frank is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to offer investment advice in Alabama, California, Florida, Georgia, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina and West Virginia. Frank currently works for Cambridge Investment Research Advisors, Inc. and is a Registered Representative of Cambridge Investment Research, Inc.
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
03/23/2023 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
GA
02/22/2017 - 03/25/2022
ARKADIOS CAPITAL (Atlanta GA)
GA
07/30/2009 - 04/13/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
02/12/2008 - 08/04/2009
LPL FINANCIAL CORPORATION (ATLANTA GA)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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