Linda Halleran
Linda Halleran is a registered investment advisor at Frank Financial Advisors, based in Carlsbad, CA, with 10 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 144 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frank Financial Advisors charges an annual fee based on a percentage of your portfolio. The fee ranges from 1.0% to 2.0% annually. Fees are calculated quarterly based on the value of your account at the end of the previous quarter. Fees are directly debited from client accounts. If you end your advisory relationship mid-quarter, fees will be prorated.
Location
2710 Loker Avenue West, Suite 230, Carlsbad, CA, 92010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is a licensed insurance agent for life, health, and annuity products through United Capital Risk Management, and receives compensation for sales. She also operates as a sole proprietor selling health and life insurance, dedicating minimal time to this activity since 2002.
Employment History
Current Registrations
Frank Financial Advisors
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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.