Frank Financial Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 147537
- SEC number
- 801-121668
- Firm type
- RIA
- Assets under management
- $188.2M as of Feb 16, 2026
- Website
- plus.google.com/+FRANKFINANCIALADVISORSCARLSBAD ↗
- Phone
- 760-438-3360
- Address
- 2710 Loker Avenue West, Carlsbad, CA, 92010
Advisors at this firm
2 in our index · page 1 of 1
-
Todd Evan FrankCRD 4225416 · Carlsbad, CAIA Registered
-
Linda A HalleranCRD 6079086 · Carlsbad, CAIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 147537 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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