Advisor at StoneX Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
StoneX Advisors Inc.
Location
Lexington, VA 24450
Credentials
Series 63, Series 65
Industry experience
30 years
Frank Friedman is a financial advisor at StoneX Advisors Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with StoneX since 2011. In addition to his advisory role, Friedman serves as Mayor of the City of Lexington, VA, where he leads city council meetings and participates in civic events. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party money managers.
Based on StoneX Advisors Inc.
Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure
$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)
Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure
Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts
54 South Main Street
Lexington, VA 24450
Virginia
City of Lexington
2017 - Present (9 years)
StoneX Advisors Inc
2011 - Present (15 years)
StoneX Securities Inc
2011 - Present (15 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 66
Lexington, VA
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CFA®, Series 63
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Series 65
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Series 63, Series 65
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Cambridge Investment Research Advisors
Series 63, Series 65
Lexington, VA
LPL Financial
Series 66
Lexington, VA
Edward Jones
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