Frank Stama (CRD# 4956271) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Aug 2022 - Current | 1 |
| Redwood Tax Specialists LLC | Bedford, NH | Dec 2019 - Current | 4 |
| Mkt Consulting | Amherst, NH | Jul 2010 - Current | 13 |
| Mkt Investments, LLC | Bedford, NH | Aug 2018 - Oct 2022 | 4 |
| Coppell Advisory Solutions, Dba Fusion Capital Management | Dallas, TX | Nov 2021 - Aug 2022 | < 1 |
| Northeastern Wealth Management LLC | Bedford, NH | Mar 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- A percentage of assets under your management
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