Frank Joseph Imperial

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

• 07/2008 → Present
  Clairmont Paciello & Co., P.C.
  King Of Prussia, PA
• 11/2017 → 12/2019
  Royal Alliance
  King Of Prussia, PA
• 05/2015 → Present
  Cpc Financial Planning, Inc
  King Of Prussia, PA
• 12/2019 → Present
  Lpl Financial Llc
  King Of Prussia, PA

Previous Registrations

• 2018-06-13 → 2019-12-11
  Osaic Wealth, Inc.
  King Of Prussia, PA

Other Businesses

1)12/09/2019 - CPC Financial Planning, Inc - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2018 - 40 hr/mth 2)12/09/2019 - Clairmont, Paciello & Co., P.C. - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 07/2008 - 150 hr/mth 3)12/09/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 06/2018 - 160 hr/mth 4)12/09/2019 - Tanglewood Financial Services Inc. - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 06/2018 - 160 hr/mth

Exams

• S66 Uniform Combined State Law Examination
  2018-06-12

Designations

• Certified Financial Planner