FM
CFP
FM
CFP

Frank Anthony Molinar

38 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
95 clients
Average Client Portfolio
$285K average
Assets Under Management
$27.1M

Fee Structure

Minimum Investment:$250K
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Location

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank is an investment advisor representative (IAR) with Securities America Advisors and Verus Capital Partners LLC, spending nearly full-time on these activities. He also sells fixed insurance products as a sole proprietor, dedicating a few hours per week, and provides pro bono financial counseling to veterans and service members, taking about a quarter of his time.

Employment History
Current Registrations
Retirement Consultants, INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Verus Capital Partners, LLC
January 2015 - December 2019 · 4 yrs 11 mos
Verus Capital Partners, LLC
September 2010 - December 2014 · 4 yrs 3 mos
Securities America, INC.Broker
August 2010 - December 2019 · 9 yrs 4 mos
Next Financial Group, INC.
October 2004 - September 2010 · 5 yrs 11 mos
Next Financial Group, INC.Broker
August 2004 - September 2010 · 6 yrs 1 mo
USA Financial Securities Corporation
October 2002 - August 2004 · 1 yr 10 mos
USA Financial Securities CorporationBroker
October 2002 - August 2004 · 1 yr 10 mos
Ameritas Investment CORP.Broker
January 2000 - October 2002 · 2 yrs 9 mos
W. S. Griffith & CO., INC.Broker
November 1993 - December 1999 · 6 yrs 1 mo
Phoenix Equity Planning CorporationBroker
September 1993 - November 1993 · 2 mos
Walnut Street Securities, INC.Broker
January 1992 - August 1993 · 1 yr 7 mos
Sentra Securities CorporationBroker
April 1991 - December 1991 · 8 mos
Guardian Investor Services CorporationBroker
November 1989 - March 1991 · 1 yr 4 mos
Washington National Equity CompanyBroker
May 1987 - December 1989 · 2 yrs 7 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Frank Anthony Molinar - Financial Advisor | TrueAdvisor