Frank
Fiore

Truist Advisory Services, Inc

CRD#1478687
Investment Advisor
in Boca Raton, FL

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About this Advisor

Frank Fiore is a certified financial planner working in Boca Raton, Florida with 2 years of relevant experience. Fiore is an employee of Truist Advisory Services, Inc. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Bb&T, Bbtis, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Fiore maintains a Series 63 license, which qualifies them as a securities agent, and is registered to work in Florida. Truist Advisory Services, Inc is a business based out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It manages $53 billion in assets between its 125,600 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth clients who have at least $1 million in investable assets. Truist Advisory Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors vary depending on which services are provided. However, fee types charged by Truist Advisory Services, Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5350 Town Center Road Suite 200
Boca Raton, FL 33486

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Frank Fiore Work History

Frank has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2018 - Present (6 years)

Bb&T Securities, LLC

2017 - Present (7 years)

Bb&T

2017 - Present (7 years)

Bbtis

2013 - 2017 (4 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Frank Fiore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Megan Childress
Richmond, VA
Staci Goins
Myrtle Beach, SC
Timothy Mann
Charlotte, NC
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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