Frank Marrone
Senior Financial Advisor at RIA Advisors
- Role
- Senior Financial Advisor at Ria Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Frank Marrone
Certifications: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor℠The publication of any content on this page should not be construed by any user and/or prospective user as RIA Advisors\'s (i) solicitation to effect, or attempt to effect transactions in securities over the Internet, or (ii) provision of any investment, tax, or financial advice or services tailored to any particular individual’s financial situation or investment objective(s). No user should assume that this content serves as a substitute for individual personalized advice from an investment professional of the user’s choosing. For such advice, consult with a professional advisor.
Experience
Senior Financial Advisor
Nov 2018 — Present · Houston, TX, US
At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Education
Colorado School of Mines
M.S.
1982 — 1987
Colorado School of Mines
B.S.
1977 — 1981
Skills
- Series 7
- Retirement Planning
- Financial Planning
- Investments
- Budgeting
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.