Osaic Wealth
32yrs
Top advisor by experience in Bellmore
22yrs
Frank Codispoti
Financial advisor at LPL Enterprise
Frank Codispoti is a fiduciary financial advisor in Bellmore, New York, with 22 years in the industry. Frank joined LPL Enterprise in 2024, after three years at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Bellmore, and one of 11 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 72% of advisors at LPL Enterprise
OfficeBellmore, NY
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2021 – 2024Pruco Securities, LLC.Previously
Questions to ask Frank
Tailored to Frank’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Frank
How do I contact Frank?
Call LPL Enterprise at 704-733-3300 and ask for Frank Codispoti. Frank works from the Bellmore, NY office.
How long has Frank been a financial advisor?
Frank has been in the industry since 2004, about 22 years. More experience than 72% of advisors at LPL Enterprise.
What licenses does Frank hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Frank a fiduciary?
Frank is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frank paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frank for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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