Frank
Re

Lpl Financial LLC

CRD#6325930
Investment Advisor
in Mason, OH

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About this Advisor

Frank Re is a financial advisor working out of Mason, Ohio, with a total of 5 years of relevant experience. Re is an employee of Lpl Financial LLC. Re has gained experience at University Of Cincinnati, Northwestern Mutual, Anthem Blue Cross Blue Shield, Lapels Dry Cleaning, Lebanon Citizens National Bank and Lpl Financial LLC. Re maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management among its 1,688,501 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is offered. Fee types charged by Lpl Financial LLC can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Reading Road
Mason, OH 45040

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

OH Average: $646,059,043
Total Number of Employees

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Frank Re Work History

Frank has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Lebanon Citizens National Bank

2016 - Present (8 years)

Lpl Financial LLC

2015 - 2016 (1 year)

Anthem Blue Cross Blue Shield

2014 - 2014 (< 1 year)

Northwestern Mutual

2012 - 2016 (4 years)

Lapels Dry Cleaning

2011 - 2016 (5 years)

University Of Cincinnati

*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 Re 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Yuen
Aptos, CA
Keith Clark
Corpus Christi, TX
Gregory Mason
Biloxi, MS
Diane Winner
Ann Arbor, MI
Michael Evans
Westerville, OH
Adam Chaney
Naperville, IL
James Mullen
The Villages, 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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