Frank
Wilson

Isc Advisors, Inc

CRD#6628128
Investment Advisor
in Wichita Falls, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Frank Wilson is a financial advisor based in Wichita Falls, Texas, working with Isc Advisors, Inc. Frank has previously held positions 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. Frank has passed the Series 66 regulatory exam and is registered to provide services in New Mexico, Oklahoma, and Texas. Currently, Frank is part of Isc Advisors, Inc, which operates out of Wichita Falls, Texas. The firm has 11 offices and 33 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Isc Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Isc Advisors, Inc Brokerage Details

Total Assets Under Management

$1,284,165,122

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

33

TX Average: 49
Total Number of Accounts

2,002

TX Average: 2,315
Average Account Size

$641,441

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

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

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

Reid Rottino
Dallas, TX
Brian Haselden
Dallas, TX
Jeffrey Broaddus
Dallas, TX
Terry Blythe
Dallas, TX
Mark Keffer
Dallas, TX
Scott Hayes
Dallas, TX
George Lea
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started