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FL

Frank A. Lardino

CROWDVEST SECURITIES LLC
Hutchinson Island, FL
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CRD#: 4104690
FL

Professional summary


Frank Arthur Lardino, who also goes by Frank A Lardino, Frank Arthur Lardino Jr., is a registered financial professional currently at CROWDVEST SECURITIES LLC located in Hutchinson Island, Florida and PACIFIC INVESTMENT SECURITIES CORP. located in Portland, Oregon.

Frank is registered as a RR (Registered Representative) and started their career in finance in 2000. Frank has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank A Lardino | Frank Arthur Lardino Jr.

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Frank Arthur Lardino's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 15, 2019 - Present

CROWDVEST SECURITIES LLC

BD
CRD#: 288827
Hutchinson Island, FL
Current

December 8, 2024 - Present

PACIFIC INVESTMENT SECURITIES CORP.

Office #1: 1837 S Palatine Hill Rd, Portland, OR 97219
BD
CRD#: 16339
Portland, OR
Past

March 17, 2016 - July 1, 2016

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

June 1, 2015 - December 22, 2015

OPES BESPOKE SECURITIES LLC

BD
CRD#: 129841
NEW YORK, NY
Past

January 30, 2012 - June 19, 2013

1792 SECURITIES, LLC

BD
CRD#: 146048
LIGHTHOUSE, FL
Past

May 12, 2009 - February 23, 2010

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

August 7, 2006 - May 16, 2007

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
WESTON, FL
Past

June 22, 2000 - June 21, 2004

AMERICAN SECURITIES GROUP, INC.

BD
CRD#: 43730
CHARLOTTE, NC
Past

January 20, 2000 - February 7, 2000

METRO TRADING, INC.

BD
CRD#: 42484
DEERFIELD BEACH, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/24/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/15/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm


PI
PACIFIC INVESTMENT SECURITIES CORP.
E. BARNES & COMPANY | PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339 / SEC#: , 8-33746

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1837 S Palatine Hill Rd, Portland, OR 97219
Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949
Phone number
(954) 304-4708
Established
Oregon since 02/15/1985
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LARDINO, FRANK ARTHURPRESIDENT, CCO4104690
CIANTRO, PHILIPFINOP2350685

Disclosures


Regulatory Event1

Red Flags


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.

Company Information


PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339Hutchinson Island, FL

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