Frank
Wilson

Isc Advisors, Inc

CRD#6628128
Investment Advisor
in Wichita Falls, TX

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About this Advisor

Frank Wilson is a financial advisor working in Wichita Falls, Texas with a total of 6 years of relevant experience. Wilson is an advisor for Isc Advisors, Inc. During their career, Wilson has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Addax Exploration LLC, Addax Operating LLC, Jefe Oilfield Services LLC, Frank E. Wilson Inc, Kingfish Interests, LLC, Bank Of America, N.A, Isc Advisors, Inc and Institutional Securities Corp. Wilson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Oklahoma and Texas. Isc Advisors, Inc is a financial advisory company operating out of Dallas, TX. The company has offices in 11 locations and a total of 34 financial advisors. It administers $1 billion in assets under management among its 2,026 customer accounts, making it one of the larger firms in the country by assets under management. The firm serves four charities and foundations. Of its 2,026 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Isc Advisors, Inc performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of financial services offered. However, fee types charged by Isc Advisors, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 8Th St Ste. 316
Wichita Falls, TX 76301

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Isc Advisors, Inc Brokerage Details

Total Assets Under Management

$1,127,586,220

TX Average: $3,042,739,679
Total Number of Employees

34

TX Average: 49
Total Number of Accounts

2,026

TX Average: 2,315
Average Account Size

$556,558

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Frank Wilson Work History

Frank has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Isc Advisors, Inc

2017 - Present (7 years)

Institutional Securities Corp

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Bank Of America, N.A

2013 - 2016 (3 years)

Kingfish Interests, LLC

2011 - 2015 (4 years)

Jefe Oilfield Services LLC

2010 - 2016 (6 years)

Addax Operating LLC

2007 - 2016 (9 years)

Addax Exploration LLC

1989 - 2016 (27 years)

Frank E. Wilson Inc

*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 Frank Wilson 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 Isc Advisors, Inc

Scott Hayes
Dallas, TX
Brian Haselden
Dallas, TX
George Lea
Dallas, TX
Reid Rottino
Dallas, TX
James Moore
Dallas, TX
Mark Keffer
Dallas, TX
Veree Brown
Dallas, TX

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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