Lisa Franks is a registered investment advisor at L M Franks Capital, based in Chestnut Hill, MA, with 11 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 17 clients with $34M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Chestnut Hill, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is on the board of Courageous Parents Network, a non-profit organization, and provides strategic advice. She is also the manager of Seaver Property Holdings LLC, created to hold family real estate, and Freeman Franks Investments, an art holding company.
Employment History
Current Registrations
L M Franks Capital
Previous Registrations
Taylor Wealth Management Partners
State Registrations1 state
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