Lindsay Frabotta (CRD# 7372925) is an Investment Advisor Representative working at Capital A Wealth Management in New Castle, PA and has 1 year of experience in the finance industry.
CRD# 2210454
Ameriprise Financial Services, LLC
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 6134311
Buckingham Strategic Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capital A Wealth Management | New Castle, PA | Nov 2023 - Current | < 1 |
Ae Wealth Managment, LLC | Topeka, KS | Nov 2022 - Current | 1 |
Capital A Wealth Management | Cranberry Township, PA | Jun 2022 - Current | 1 |
Student | Slippery Rock, PA | Aug 2019 - May 2022 | 2 |
New Castle Area School District | New Castle, PA | Aug 2006 - Jun 2019 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- PA
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$182,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, FL, OH, PA, TX
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