Best Investors Account Sign in
Inactive

Frank Thomas Barkanic

Edelman Financial Engines

Tysons, VA

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-21
VA RA APPROVED 2022-04-18
  • TX RA
    APPROVED
    Since 2024-06-21
  • VA RA
    APPROVED
    Since 2022-04-18

Branch Locations

1750 Tysons Blvd Suite 1140, Tysons, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors Llc New York NY 10/2014 10/2016
Ef Legacy Securities, Llc Henrico VA 10/2016 10/2018
Financial Engines Advisors L.L.C Santa Clara CA 11/2018 05/2020
Fidelity Investments Tysons Corner VA 05/2020 04/2022
Financial Engines Advisors L.L.C Santa Clara CA 04/2022 Present
  • 10/2014 → 10/2016
    Axa Advisors Llc
    New York, NY
  • 10/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 05/2020
    Financial Engines Advisors L.L.C
    Santa Clara, CA
  • 05/2020 → 04/2022
    Fidelity Investments
    Tysons Corner, VA
  • 04/2022 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
Previous Registrations
  • 2020-06-19 → 2022-04-13
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
  • 2020-04-23 → 2020-05-28
    Edelman Financial Engines
    Alexandria, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-13
  • S63 Uniform Securities Agent State Law Examination
    2015-06-13
Designations
Other Names
  • Frank Barkanic

View on SEC IAPD

Other Firms

RED CELL MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
HSBC SECURITIES (USA) INC.
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC
LUCRUM CAPITAL ADVISORS

Other Investors

VANESSA MARIE ALONZO
GORDON SUN
RICHARD DEAN SHU
SONIA TERESA CASTILLO-SMITH
YUHUA TIAO
JOHN HENIEN
Lala Balaoghlanova
SWATHI P REDDY

Other Offices

RED CELL MANAGEMENT, LLC · TYSONS, VA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · McLean, VA
HSBC SECURITIES (USA) INC. · Tysons, VA
UBS FINANCIAL SERVICES INC. · McLean, VA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · McLean, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · McLean, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Mc Lean, VA
SANCHEZ & ZURES, LLC · MCLEAN, VA

More in Tysons, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor