Chad Franks, financial advisor Ridgeland MS
93 score

Chad Franks

CRD Number: 4530378
Current Firm: Eagle Strategies LLC

Chad Franks (CRD# 4530378) is an Investment Advisor Representative working at Eagle Strategies LLC in Ridgeland, MS and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Insurance Company Plano, TX Sep 2012 - Current 4
Eagle Strategies LLC Plano, TX Jun 2011 - Current 5
Nylife Securities LLC Plano, TX Apr 2002 - Current 14
New York Life Insurance Company Little Rock, AR Nov 2008 - Sep 2012 3
New York Life Insurance Company Jackson, MS Apr 2002 - Nov 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Chad W. Franks
Phone Number: (888) 695-3245
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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