Welcome to FRANK SECURITIES, LLC
FRANK SECURITIES, LLC is a trusted financial firm that focuses on providing expert guidance and financial services to clients. With a team of experienced advisors and a commitment to excellence, FRANK SECURITIES, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
FRANK SECURITIES, LLC offers a wide range of financial services to assist clients in managing their wealth and achieving their financial goals. Some key takeaways from their services include:
- Customized financial plans tailored to each client’s unique needs and goals
- Expert guidance and advice on investments, retirement planning, and more
- Access to a wide variety of financial products and resources
- Constant monitoring and adjustments to ensure the best financial outcomes
Facts and Insights
FRANK SECURITIES, LLC has a strong track record of success and is known for its expert financial advice. Some key facts and insights about the firm include:
- Assets under management: $500 million (as of December 2020)
- Number of advisors: 10
- Time in business: Over 20 years
These numbers showcase the firm’s capabilities and experience in managing wealth and providing financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (in millions) | Number of Advisors | Time in Business |
|---|---|---|
| $500 | 10 | Over 20 years |
Financial Services Offered
FRANK SECURITIES, LLC offers a comprehensive range of financial services to assist clients in managing their wealth. Some of the services offered by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
FRANK SECURITIES, LLC works with a wide range of clients, including high-net-worth individuals, families, business owners, and professionals. The firm tailors its services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
FRANK SECURITIES, LLC operates on a fee-based model, which means that the firm charges a percentage of the assets under management as a fee for its services. This model ensures that the firm’s interests are aligned with those of its clients, as their compensation is directly tied to their clients’ success.
Background
The team at FRANK SECURITIES, LLC has a wealth of experience and expertise in the financial industry. The firm was founded by John Frank, who has over 30 years of experience in the financial sector. He is joined by a team of talented and knowledgeable advisors who are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures from their advisors. In this regard, FRANK SECURITIES, LLC is committed to transparency and openness with their clients. Some important disclosures to keep in mind include:
- FRANK SECURITIES, LLC may receive compensation from third-party companies for recommending their products and services.
- Some advisors at FRANK SECURITIES, LLC may be licensed to sell insurance and may receive commissions for these services.
- The firm’s advisors may also receive compensation for selling securities or other financial products.
These disclosures ensure that clients are fully informed of any potential fees or commissions that their advisors may receive.
In conclusion, FRANK SECURITIES, LLC is a reputable and experienced financial firm