Frank Financial Advisors

Frank Financial Advisors (CRD# 147537) is a financial advisory firm headquartered in Carlsbad, CA. They manage $72,922,772 in 389 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $187,462
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, MA

Financial Advisors at Frank Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Todd E. Frank
CRD#: 4225416
2710 Loker Avenue West, Suite 230, Carlsbad, CA 92010
83
Wealthminder
score

Todd Frank (CRD# 4225416) is an Investment Advisor Representative working at Frank Financial Advisors in Carlsbad, CA and has over 15 years of experience in the finance industry.

2
Cynthia J. Metts
CRD#: 1809331
2710 Loker Avenue West, Suite 230, Carlsbad, CA 92010
68
Wealthminder
score

Cynthia Metts (CRD# 1809331) is an Investment Advisor Representative working at Frank Financial Advisors in Carlsbad, CA and has over 27 years of experience in the finance industry.

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