Frank Reid Hartsfield

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Td Private Client Wealth Llc
  Jacksonville, FL
• 07/2020 → Present
  Td Bank N.A.
  Jacksonville, FL
• 02/2005 → 07/2020
  Bb&T
  Jacksonville, FL
• 03/2005 → 07/2020
  Bb&T Asset Management, Inc
  Jacksonville, FL

Previous Registrations

• 2005-03-04 → 2010-11-10
  Bb&T Asset Management, Inc.
  Jacksonville, FL
• 2004-08-05 → 2005-03-23
  Investacorp Advisory Services Inc
  Ponte Vedra Beach, FL
• 2003-04-03 → 2004-08-05
  Citigroup Global Markets Inc.
  Ponte Vedra Beach, FL
• 2000-09-11 → 2003-03-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-09-15

Designations

• Certified Financial Planner

Other Names

• Reid Hartsfield
• Frank R Hartsfield
• Frank Hartsfield