Frank Advisory Services Inc. has been providing clients with a one-stop solution for all of their financial needs for over fifteen years. We help our clients with strategies for accumulating and preserving their wealth with our in-depth understanding of how investment, tax and estate planning needs fit together. Our clients enjoy the benefit of being able to discuss all of their financial concerns with an experienced advisor who takes the time to get to know them. Our financial advice is always unbiased and independent.
At Frank Advisory Services Inc., we believe in measuring our success through client satisfaction, not numbers. Our business has grown by providing the highest level of service to our clients. Their many referrals are our greatest compliment.
Securities offered through LPL Financial, member FINRA/SIPC. (www.finra.org and www.sipc.org) Advisory and financial planning services offered through Frank Advisory Services, Inc., a Registered Investment Advisor.
The LPL Financial Registered Representative associated with this listing may only discuss and/or transact securities business with residents of the following states: IL, IN, WI, MI, GA.
|Firm Start Year:||1995|
|Name of Broker/Dealer:||LPL Financial Services|
|States Licensed in:||IL, WI, IN, TX, FL, GA|
|Number of Years with Current Firm:||16|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Insurance , Stocks , Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Annuities|
|I can meet clients in the following ways:||At my office , Via phone , At your office , At your home , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Long Term Care , Variable Annuity , Health|
|Financial Organization Memberships:||American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||The Greater St. Charles Area Chamber of Commerce, St. Charles Noon Rotary Club|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets , Flat Fee|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|