Frank Financial Advisors
Frank Financial Advisors (CRD# 147537) is a financial advisory firm headquartered in Carlsbad, CA. They manage $143,268,605 in 456 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management143MILLION
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Total Number of Accounts456ACCOUNTS
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Average Account Value$314,186
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NH, TX
Financial Advisors at Frank Financial Advisors
1
Todd Frank (CRD# 4225416) is an Investment Advisor Representative working at Frank Financial Advisors in Carlsbad, CA and has over 23 years of experience in the finance industry.
2
Linda Halleran (CRD# 6079086) is an Investment Advisor Representative working at Frank Financial Advisors in Carlsbad, CA and has over 8 years of experience in the finance industry.
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