Frank Mall (CRD# 1565764) is an Investment Advisor Representative working at Financialife Outfitters LLC in Overland Park, KS and has over 37 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Jun 2023 - Current | < 1 |
| Financialife Outfitters LLC | Overland Park, KS | Sep 2017 - Current | 6 |
| Triad Advisors | Norcross, GA | Apr 2018 - Jun 2023 | 5 |
| National Life Of Vermont | Montpelier, VT | May 1999 - Apr 2018 | 18 |
| Equity Services, Inc. | Overland Park, KS | May 1999 - Apr 2018 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- KS
- LA
- MO
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$204,334
- 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)
KS, LA, MO, TX
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