On Investment Management Co
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About this Advisor
Thomas Frank is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with On Investment Management Co, they have accrued an impressive 31 years of professional experience. Frank has a Series 63 license, certifying them as a securities representative. Frank is registered to operate in Pennsylvania. Their career trajectory has included roles at Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Property And Casualty Insurance Agency, Verrico Agency, The Catholic Funeral Plan, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co and Ohio National Financial Services. On Investment Management Co is headquartered in Pittsburgh, Pennsylvania, and has 228 brick-and-mortar locations throughout the nation. Overall, On Investment Management Co manages $1 billion in assets dispersed across 9,263 client accounts and employs more than 374 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 1,415 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. On Investment Management Co offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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On Investment Management Co Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Frank Work History
Thomas has 31 years of experience.
Ohio National Financial Services
The Catholic Funeral Plan
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Co
Raymond James Financial Services Advisors, Inc
Property And Casualty Insurance Agency
Raymond James Financial Services, Inc
Thomas Frank has disclosures.
Please visit their SEC profile for more details.