Walker Franks (CRD# 7052822) is an Investment Advisor Representative working at Avantax Advisory Services in Oxnard, CA and has over 4 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franks & Associates LLC | Oxnard, CA | Sep 2023 - Current | < 1 |
| Avanatax Advisory Services | Camarillo, CA | Oct 2020 - Current | 3 |
| Avantax Investment Services, Inc. | Camarillo, CA | Mar 2019 - Current | 5 |
| Michael Drews Cpa | Camarillo, CA | Jan 2019 - Sep 2023 | 4 |
| U-rent Inc. | Camarillo, CA | Sep 2018 - Dec 2018 | < 1 |
| Marcus & Millichap Real Estate Investment Services | Ventura, CA | Oct 2017 - Sep 2018 | < 1 |
| Unemployed | Camarillo, CA | Jun 2017 - Jul 2017 | < 1 |
| Brainstorm Inc. | American Fork, UT | Jan 2017 - Jun 2017 | < 1 |
| Moon Apartments | Provo, UT | Oct 2015 - May 2017 | 1 |
| Brigham Young University | Provo, UT | Aug 2011 - Apr 2017 | 5 |
| Consilio LLC | Washington, DC | Jun 2016 - Aug 2016 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | San Antonio, TX | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.