Frank
Re
Lpl Financial LLC
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About this Advisor
Frank Re is a financial advisor based in Mason, Ohio, working with Lpl Financial LLC. Frank has previously held positions at the University Of Cincinnati, Northwestern Mutual, Anthem Blue Cross Blue Shield, Lapels Dry Cleaning, Lebanon Citizens National Bank, and Lpl Financial LLC. Frank has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Frank is part of Lpl Financial LLC, which operates out of Mason, Ohio. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lebanon Citizens National Bank
Lpl Financial LLC
Anthem Blue Cross Blue Shield
Northwestern Mutual
Lapels Dry Cleaning
University Of Cincinnati
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.
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