Penny Gae Frank is an investment adviser representative (IAR) with state registration records since 2001, appearing at 3 firms. Currently registered with SPIRE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | 2023-09-28 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2018-06-06 | 2023-10-27 | — |
| CHARLES SCHWAB & CO., INC. | 2001-04-16 | 2012-10-30 | — |