Lisa Franks, financial advisor Chestnut Hill MA

Lisa Franks

CRD Number: 6296631
Current Firm: L M Franks Capital

Lisa Franks (CRD# 6296631) is an Investment Advisor Representative working at L M Franks Capital in Chestnut Hill, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Taylor Wealth Management Partners Boston, MA Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Lisa M. Franks
Phone Number: 617-893-8008
Registered State(s):
  • MA
Current Firm Details
L M Franks Capital
Firm's CRD Number: 293434
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,312,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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