Frank Falkenburg
Frank Falkenburg is a registered investment advisor at Lanark Financial, INC., based in Birmingham, AL, with 56 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
1927 1st Avenue North, Birmingham, AL, 35203-0686
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1994Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
Sterne, Agee & Leach, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Darren Hinshaw, CFALanark Financial, INC.
- John KeithLanark Financial, INC.
- John Doody, CFALanark Financial, INC.
- David HopeLanark Financial, INC.
- Jeffrey Mccormack, CFPSavant Wealth Management
- William Raymon, CFPBenjamin F. Edwards & Company, Incorporated