Frank Michael Betsch
Professional Summary
Frank Michael Betsch was a registered financial advisor. Frank was a previously registered financial professional and started their career in finance 1980 - 2024. Frank had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
46 years in the financial services industry
Current & Past Employments
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Current Firm
VALLEY FINANCIAL GROUP | VALLEY FINANCIAL GROUP, INC.
Contact Information
Main Address
311 Lindenwold Ave, Ambler, PA 19002Phone Number
(215) 947-9190# of Employees
6Regulatory Assets Under Management
Total Number of Accounts
925AUM (Assets Under Management)
$287,218,133Similar 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.
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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 1 — Registered Representative Examination
Passed Apr 1980Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1982About the Series 26 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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