Todd
Frank
Frank Financial Advisors
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About this Advisor
Todd Frank is a financial advisor based in Carlsbad, California, working with Frank Financial Advisors. Todd has previously held positions at Frank Financial Advisors and Purshe Kaplan Sterling Investments. Todd has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Todd is part of Frank Financial Advisors, which operates out of Carlsbad, California. The firm has 2 employees and manages assets totaling $143.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Frank Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Frank Financial Advisors Brokerage Details
$143,268,605
2
456
$314,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Todd Frank Work History
Frank Financial Advisors
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Todd Frank to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frank Financial Advisors
Carlsbad, CA
Carlsbad, CA
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