Joseph Henry Frantz
Investment adviser representative at Private Advisor Group, LLC
18 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Uc DavisDec 2021 to now
- John HallFeb 2018 to now
- LPL Financial, LLCDec 2017 to now
- USA Water PoloNov 2017 to now
- Dj EqwipSep 2008 to now
- Mariner Independent Advisor NetworkOct 2025 to Jul 2026
- Diablo Valley CollegeAug 2017 to Dec 2021
- 9round SunnyvaleFeb 2017 to Dec 2021
- Mirador Capitol PartnersNov 2016 to Dec 2017
- Various Insurance Carriers for W&r Insurance AgenciesNov 2016 to Nov 2016
- Waddell & Reed IncMar 2016 to Nov 2016
- J H Frantz EnterprisesDec 2014 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6622959
- Firm CRD
- 155216