Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Delurgio is a financial advisor at BFC Planning, Inc., a firm headquartered in Cedar Rapids, Iowa. Frank has been in the industry since 1977. He specializes in retirement planning, financial planning, and security planning. He is also a Certified Financial Planner. Frank has a strong background in the industry, with previous experience at Commonwealth Financial Network and Lincoln Financial Advisors Corporation. He has a proven track record of success in helping individuals and families achieve their financial goals. Frank is committed to providing personalized service and building long-term relationships with clients. He is committed to providing clients with sound financial advice and helping them make informed investment decisions. He is also committed to staying up-to-date on the latest financial trends and regulations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MO
09/04/2012 - Present
BFC Planning, Inc. (St. Louis MO)
MO
11/05/2003 - 08/31/2012
COMMONWEALTH FINANCIAL NETWORK (ST. LOUIS MO)
IN
11/25/1977 - 11/14/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/25/1977 - 11/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 12/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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