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Frank Byskov

Frank Byskov

FORTY4 FINANCIAL
Bethesda, MD
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CRD#: 6389195
Frank Byskov

Professional summary


Frank Byskov, CFP® is a registered financial advisor currently at FORTY4 FINANCIAL located in Bethesda, Maryland.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Frank has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
* On an interim and transitional basis, Mr. Byskov will be dually registered as an investment advisor representative of Forty4 Financial, LLC and also as an investment advisor representative of Advisory Services Network, LLC. On 6/30/2022 this temporary dual-registration will cease. 1.ROCK CREEK TRI CLUB LLC; NON-INVESTMENT RELATED; ROCKVILLE, MD 20850; TRIATHLON COACHING; HEAD COACH, RESPONSIBLE FOR PROGRAM PLANNING AND PRACTICES; START DATE 04/2014; 15 HRS/MTH, 0 HRS/MTH DURING TRADING. 2.MENTAMORPH BOARD OF ADVISORS SINCE 05/2021; CREATION OF EDUCATIONAL MODULES AND AN APP PROMOTING FINANCIAL LITERACY. INVESTMENT RELATED ACTIVITY, TIME SPENT IS APPROX. 15 HOURS PER MONTH, NONE DURING TRAQDING HOURS. 3. BETHESDA GREEN; NON-INVESTMENT RELATED; BETHESDA, MD 20814; BOARD MEMBER; HELP BROADEN THE PROFILE OF THE ORGANIZATION; START DATE 12/2021; 2% OF TIME; NONE DURING TRADING HOURS. 4. ADVISORS FOR GOOD: CO-FOUNDER AND MEMBER OF LEADERSHIP TEAM SINCE 2021. NON-PROFIT ORGANIZATION FOCUSING ON FINANCIAL ADVISORS AND THEIR CLIENTS ADVANCING CLIMATE ACTION AND SOCIAL JUSTICE. APPROXIMATE TIME SPENT IS 5 HOURS PER MONTH, 2 HOURS DURING TRADING; NON-INVESTMENT RELATED ACTIVITY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frank Byskov's 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®
CFP®

Start date: 2014

Experience


Current

May 1, 2023 - Present

FORTY4 FINANCIAL

RIA
CRD#: 326024
Bethesda, MD
Past

April 6, 2018 - June 30, 2023

ADVISORY SERVICES NETWORK

RIA
CRD#: 146051
Bethesda, MD
Past

November 19, 2014 - April 11, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BETHESDA, MD
Past

October 8, 2014 - April 11, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BETHESDA, MD

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(5/1/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FORTY4 FINANCIAL
FORTY4 FINANCIAL | FORTY4 FINANCIAL, LLC | FORTY4 FINANCIAL, BENEFIT LLC

CRD#: 326024 / SEC#:

Maryland
Registered Investment Advisory firm - (5/1/2023 Approved)
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Contact information


Main Address
Bethesda, MD
Mailing Address
Phone number
(240) 205-1358
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts129
AUM (Assets Under Management)$ 23,300,000

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


FORTY4 FINANCIAL

CRD#: 326024Bethesda, MD

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