William
Franks

Mml Investors Services, LLC

CRD#5792902
Investment Advisor
in Atlanta, GA

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About this Advisor

William Franks is a financial advisor operating in Atlanta, Georgia with 8 years of relevant experience. Franks currently works for Mml Investors Services, LLC. Throughout their career, Franks has worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Massmutual Life Insurance Co and Mml Investors Services, LLC. Franks has a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Georgia. Mml Investors Services, LLC is an advisory company based out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It handles $59 billion in assets under management among its 326,297 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 447 charities and foundations. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Mml Investors Services, LLC can consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

GA Average: $16,012,751,954
Total Number of Employees

7,379

GA Average: 118
Total Number of Accounts

326,297

GA Average: 4,567
Average Account Size

$180,164

GA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Franks Work History

William has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Massmutual Life Insurance Co

2015 - Present (9 years)

Mml Investors Services, LLC

2014 - 2015 (1 year)

Northwestern Mutual Investment Services, LLC

2011 - 2015 (4 years)

Northwestern Mutual Investment Services, LLC

2010 - 2015 (5 years)

Northwestern Mutual Life Insurance Company

*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 William 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 Mml Investors Services, LLC

Carol Hopkins
Glastonbury, CT
George Viray
La Jolla, CA
Brian Mariano
Atlanta, GA
Brady Murray
Lehi, UT
Richard Friaglia
Warren, NJ
Adrienne Upchurch
Dallas, TX
David Samuelsen
Springfield, MA
Kelli Hampton
Springfield, MA

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.

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