Frank A Orlando

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2013 → Present
  Lpl Financial Llc
  Furlong, PA

Previous Registrations

• 2013-08-06 → 2013-12-20
  Signator Investors, Inc.
  Yardley, PA
• 2011-10-21 → 2013-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yardley, PA
• 2009-05-20 → 2011-09-30
  Signator Investors, Inc.
  Yardley, PA
  W. Trenton, NJ

Other Businesses

1. 12/18/2013 - ORLANDO WEALTH MANAGEMENT GROUP, LLC/ DBA ONLY/ 100%/ FURLONG, PA 2. 12/18/2013 - ORLANDO FINANCIAL GROUP, LLC/ OTHER/ 0%/ FURLONG, PA 3. 12/12/2017 - Impact Partnership - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/22/2017 - 20 Hours Per Month/0 Hours During Securities Trading. 4. 4/30/2020 - TruStone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2020 - 40 Hours Per Month/8 Hours During Securities Trading. 5. 6/5/2020 - Simplicity Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 06/15/2020 - Agent - 20 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-09
• S63 Uniform Securities Agent State Law Examination
  2004-11-24

Other Names

• Francis Anthony Orlando