William
Franks

Mml Investors Services, LLC

CRD#5792902
Investment Advisor
in Atlanta, GA

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About this Advisor

William Franks is an advisor who works out of Atlanta, Georgia. Currently an advisor with Mml Investors Services, LLC, they have gathered 10 years of professional experience in the financial advisory industry. Franks has a Series 63 license, designating the advisor as a securities agent. Franks can operate in Georgia. Franks has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Massmutual Life Insurance Co and Mml Investors Services, LLC. Mml Investors Services, LLC is located in Atlanta, Georgia, and has 1,335 locations throughout the United States. In aggregate, Mml Investors Services, LLC manages $40 billion in assets across 206,878 client accounts and retains more than 7,471 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC provides 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

10 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

Disclosures

No

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

$39,563,066,947

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

7,471

GA Average: 118
Total Number of Accounts

206,878

GA Average: 4,567
Average Account Size

$191,239

GA Average: $3,506,186

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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 10 years of experience.

2015 - Present (7 years)

Massmutual Life Insurance Co

2015 - Present (7 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

Disclosures

William Franks has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jennifer Funk
Cincinnati, OH
Darren Davis
Vienna, VA
Joseph Doss
Memphis, TN
Jeffrey Chipper
Cranbury, NJ
Rodney Eissens
Sheboygan, WI
Phillip Bacon
Columbia, MO
Evan Mcdaniel
Dallas, TX
William Sutherland
Janesville, WI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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