Ian Frank, CFP®

VP - Sr. Financial Consultant

410-616-2003

Financial credentials

  • CERTIFIED FINANCIAL PLANNER® Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2015-2022
  • Business Development Specialist, TD Ameritrade, 2015-2015
  • PSG Client Manager, T. Rowe Price, 2013-2015
  • 401k Specialist, T. Rowe Price, 2010-2013

Education

  • BS, Business Administration, University of Mary Washington

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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