David Frank

David Frank Email and Phone Number

Houston, TX, US
David Frank's Location
Houston, Texas, United States, United States
David Frank's Contact Details

David Frank personal email

n/a

David Frank phone numbers

About David Frank

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

David Frank's Current Company Details
Innovative Premier Financial Service IPFS

Innovative Premier Financial Service Ipfs

View
CEO - Managing Partner
Houston, TX, US
David Frank Work Experience Details
  • Innovative Premier Financial Service Ipfs
    Ceo - Managing Partner
    Innovative Premier Financial Service Ipfs
    Houston, Tx, Us
  • Innovative Premier Financial Service Ipfs
    Ceo - Managing Partner
    Innovative Premier Financial Service Ipfs Feb 2015 - Present
    Houston, Texas Area
  • Ameritas
    General Agent "Ga"
    Ameritas May 2018 - Present
    Houston, Texas Area
    Working with Planners and Advisors who are ready to step up their practices and looking for those who are ready for Leadership and Management.We want to speak with you!Inquire about our "non captive" fully benefited career contract with incentives.
  • Wealth Development Strategies, L.P. / Penn Mutual
    E.V.P. - C.O.O.
    Wealth Development Strategies, L.P. / Penn Mutual Feb 2010 - Feb 2015
    Greater Houston And Surrounding Areas
    See Bio
  • Penn Mutual
    Rmd
    Penn Mutual May 2010 - Dec 2011
  • D.B. Frank & Associates
    Owner
    D.B. Frank & Associates Feb 2001 - Dec 2010
    Houston, Texas Area
  • Creative Marketing Solution
    President
    Creative Marketing Solution Feb 2004 - Jun 2007
    Houston, Texas Area And Omaha, Ne
  • Premier Financial Services
    President
    Premier Financial Services Mar 1992 - Aug 2003
    Houston, Texas Area
  • Digital Insurance
    Svp
    Digital Insurance Jan 2000 - Dec 2001
    Houston And Atlanta, Ga

David Frank Skills

Insurance Strategy Investments Leadership Management Marketing Sales Financial Services Program Management Securities Finance Coaching

David Frank Education Details

Frequently Asked Questions about David Frank

What company does David Frank work for?

David Frank works for Innovative Premier Financial Service Ipfs

What is David Frank's role at the current company?

David Frank's current role is CEO - Managing Partner.

What is David Frank's email address?

David Frank's email address is df****@****pfs.com

What is David Frank's direct phone number?

David Frank's direct phone number is (866) 950*****

What schools did David Frank attend?

David Frank attended Boston University.

What skills is David Frank known for?

David Frank has skills like Insurance, Strategy, Investments, Leadership, Management, Marketing, Sales, Financial Services, Program Management, Securities, Finance, Coaching.

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