Investment adviser representative · Pf Wealth Management Group, LLC
Frank E. Pare Jr.
CRD 2098302 · Oakland, CA
At a glance
Frank E. Pare Jr. is an investment adviser representative with Pf Wealth Management Group, LLC in Oakland, CA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.
Current advisory firm
- Pf Wealth Management Group, LLCSince November 2025Oakland, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Frank’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Pf Wealth Management Group, LLC
Every advisor at Pf Wealth Management Group, LLC →Financial advisors in Oakland, CA →Advisor Moves: who changed firms this week →