Lindsay
Franks
Valmark Advisers, Inc
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About this Advisor
Lindsay Franks is a certified financial planner operating in Boca Raton, Florida with a total of 5 years of relevant experience. Franks is an employee of Valmark Advisers, Inc. Throughout their career, Franks has worked at The Miller Financial Group, Zen Massage, The Securities And Exchange Commission, The Office Of Government Information Services, The Office Of The Federal Register, Sushi Chao, Atomic Coffee Shop and Ali Baba'S. Franks holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Valmark Advisers, Inc is a financial advisory business operating out of Akron, OH. The company has offices in 156 locations and a total of 260 financial advisors. It manages $6 billion in assets among its 16,044 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 19 charitable organizations. Of its 16,044 client accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of services offered. However, fee types billed by Valmark Advisers, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lindsay Franks Work History
Lindsay has been registered as a financial advisor for 5 years.*
The Miller Financial Group
The Securities And Exchange Commission
Sushi Chao
Ali Baba'S
The Office Of Government Information Services
The Office Of The Federal Register
Atomic Coffee Shop
Zen Massage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lindsay Franks 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 Valmark Advisers, Inc
Oak Brook, IL
Boston, MA
Rice Lake, WI
Elkhorn, NE
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Charlotte, NC
Cleveland, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
