David Frank Email & Phone Number

Over the last 25 years, David served in many diverse executive roles in the public and private sectors of the financial services industry. He has dedicated his career to the education, development, implementation and promotion of financial programs that provide thoughtful, educated and diverse products, strategies, designs and analysis for his client’s and advisors. His professional history includes producing a financial talk radio show called “All Things Financial,” numerous public speaking engagements and managing wholly-owned, full service and independent insurance agencies, property and casualty agencies and a FINRA broker-dealer.David currently holds insurance licenses in many states, and FINRA securities registrations 7, 24 and 63.Some of his accomplishments include:• Participation in MDRT, Governor Councils, Platinum Producers, President Clubs and Advisory Councils and Advanced Market committees• Top producing independent agent, investment and insurance professional*• Proficient in complex case design, solution planning and diverse investment and insurance strategies• Directed strategic business planning for over 120 financial institutions• Consult and Create Insurance, Annuity products for Insurance Carriers as well as develop national marketing and distribution strategiesDavid graduated from Boston University with a Bachelor of Science degree in Marketing and is currently working on his Masters in Financial ServicesHe lives with his wife Kate and their 4 children, Zackary 21, Abby 19, Regan 12, & Cooper 7. His hobbies include an Ironman triathlete, martial arts, & coaching and cheering on his kids in their respective sports and activities.* "Top Producing" is based on production through, Mutual of Omaha, Banner, Protective, and United Life Insurance CompaniesSecurities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 13105 NORTHWEST FWY SUITE 1250 HOUSTON, TX 77040. www.innovativepfs.com

Listed skills include Insurance, Strategy, Investments, Leadership, and 8 others.

• 

  Boston University

  Marketing