Frank H. Elmer
Professional summary
Frank Hudson Elmer is a registered financial advisor currently at FRANK ELMER INVESTMENT STRATEGIES LLC located in Los Altos, California.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Frank has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Hudson Elmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2010 - Present
FRANK ELMER INVESTMENT STRATEGIES LLC
Office #1: 309 Second Street Suite 3, Los Altos, CA 94022January 1, 2007 - September 23, 2010
STANCORP INVESTMENT ADVISERS, INC.
January 1, 2007 - July 13, 2009
STANCORP EQUITIES, INC.
July 9, 2002 - January 1, 2007
INVESMART ADVISORS INC
September 28, 2001 - January 1, 2007
INVESMART SECURITIES, LLC
December 15, 1997 - March 31, 2000
INVESTMENT ARCHITECTS, INC.
September 9, 1996 - December 31, 1997
WMA SECURITIES, INC.
April 27, 1992 - November 8, 1994
BA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2010)
Exams
Current Firm
FRANK ELMER INVESTMENT STRATEGIES LLC
CRD#: 154841 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 31,436,009 |
Red Flags
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Company Information
FRANK ELMER INVESTMENT STRATEGIES LLC
CRD#: 154841Los Altos, CA 94022TRUST BUT VERIFY
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