Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Eugene Franks is a financial advisor in Westlake, TX. Donald has been in the industry since 1986. Donald is a Registered Representative of Charles Schwab & CO., Inc. and a Registered Investment Advisor of Charles Schwab & CO., Inc. in Texas. Donald also worked at USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., FIDELITY BROKERAGE SERVICES LLC, USAA INVESTMENT MANAGEMENT COMPANY, FIDELITY BROKERAGE SERVICES, INC., NML EQUITY SERVICES, INC., and FIRST INVESTORS CORPORATION. Donald's areas of specialization include portfolio management for individuals and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
08/03/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
06/08/2020 - 07/14/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/05/2012 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/13/2009 - 01/03/2011
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
TX
08/24/2006 - 02/27/2009
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
TX
07/09/1998 - 07/20/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
RI
03/26/1987 - 06/29/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
07/27/1984 - 09/04/1986
NML EQUITY SERVICES, INC.
NA
03/15/1984 - 05/31/1984
FIRST INVESTORS CORPORATION
IA
Issued 12/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Donald Franks is the right advisor for you? Invested Better is here to help.
