Frank James Horsman Jr
Professional Summary
Frank James Horsman JR, who also goes by Frank James Horsman, Hank Horsman, was a registered financial advisor. Frank was a previously registered financial professional and started their career in finance 1983 - 2022. Frank had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Frank James Horsman, Hank Horsman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
ACCURATE ADVISORY GROUP | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | ROBERT SCOTT WEALTH SOLUTIONS | ROADMAP ADVISORS, INC. | RETIREMENT KEY | RALEIGH WEALTH STRATEGIES | PRESERVATION WEALTH MANAGEMENT | POTERACK CAPITAL ADVISORY, INC | MILLANG FINANCIAL | LIVFREE FINANCIAL STRATEGIES | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | EVOLUTION FINANCIAL MANAGEMENT | EDWARDS FINANCIAL STRATEGIES | ANDERSEN HARRISON ADVISORS, INC.
Contact Information
Main Address
5290 Station Way, Sarasota, FL 34233Phone Number
(941) 413-5390# of Employees
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1991About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed Jan 1983About the Series 22 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2000About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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