Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Greenfield Lankford is a financial advisor registered with the state of California and Georgia. Frank is affiliated with IEQ Capital, LLC, and is also a registered investment advisor. Frank has been a financial advisor for over 10 years and has extensive experience in portfolio management, financial planning, and providing advisory services for both individuals and businesses. Frank has held various positions at respected financial institutions such as Citigroup, Morgan Keegan & Company, Inc., and J.P. Morgan Securities LLC. Frank holds Series 7, 66, 65, and 55 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
04/17/2024 - Present
IEQ Capital, LLC (FOSTER CITY CA)
GA
07/05/2019 - 04/23/2024
CITI PRIVATE ALTERNATIVES, LLC (Atlanta GA)
GA
07/05/2019 - 04/23/2024
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
04/17/2012 - 06/18/2019
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
06/13/2005 - 04/16/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
04/21/2004 - 06/16/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 11/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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