Frank Robert Policare

Current Employers

Employment History

• 01/2003 → 01/2022
  Lpl Financial Llc
  New Hope, PA
• 01/2022 → Present
  Ameriprise Financial Services Llc
  New Hope, PA

Previous Registrations

• 2018-09-06 → 2022-02-09
  Lpl Financial Llc
  New Hope, PA
  New Hope, PA
  New Hope, PA
• 2000-04-05 → 2003-02-04
  Wells Fargo Clearing Services, Llc
  Doylestown, PA

Other Businesses

Business Ownership; Flp Holdings; Own commercial real estate; It is a partnership for holding our commercial building.; 6444 Lower york rd, , New Hope, PA, 18938; Not Investment-Related; 03/01/2018; 0 hours per month; 0 during trading hours / Penn Wealth Planning; Operating the business; Run Ameriprise Practice; 6444 Lower York Rd, , New Hope, PA, 18938; Investment-Related; 10/30/2002; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; New Hope Historical Society; Board Member; 45 S Main Street, , New Hope, PA, 18938; Not Investment-Related; 11/15/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Bucks County Playhouse; Director/Board member; 2159 Aquetong rd, , New hope, PA, 18938; Not Investment-Related; 03/28/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Penn Wealth Planning LLC; Partner - Daily function of the business; ; 6444 Lower York Rd, , New Hope, PA, 18938; Investment-Related; 10/03/2002; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Rent from Approved CPA Practice; Penn Wealth Accounting group pays rent FLP holdings for use of space in our office; 6444 Lower York Rd, , New Hope, PA, 18938; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-14
• S63 Uniform Securities Agent State Law Examination
  1994-12-07

Other Names

• Frank R Policare
• Frank Robert Policare
• Frank Policare