William Franko, financial advisor Princeton NJ

William Franko

CRD Number: 6756544
Current Firm: Mml Investors Services, LLC

William Franko (CRD# 6756544) is an Investment Advisor Representative working at Mml Investors Services, LLC in Princeton, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Wall Township, NJ Dec 2017 - Current 3
Massachusetts Mutual Life Insurance Company Wall Township, NJ Dec 2017 - Current 3
William Franko Tax & Acct Somerset, NJ Jan 2006 - Current 15
Elana Advisory Services, LLC Easton, PA Oct 2016 - Jul 2017 < 1
Elana Settlement Architects Easton, PA Oct 2016 - Jul 2017 < 1
Elana General Insurance, LLC Easton, PA Oct 2016 - Jul 2017 < 1
Montblanc No. America, LLC New Providence, NJ Jan 1993 - Mar 2015 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2018
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for William C. Franko
Phone Number: (413)737-8400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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