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LARRY ROBERT FRANK
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LARRY R. FRANK

CRD#: 2532235
LARRY ROBERT FRANK
AdvisorCheck Check Mark

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

LARRY ROBERT FRANK, CFP®, who also goes by Larry Robert Frank Sr, was a registered financial professional .

LARRY is a previously registered financial professional and started their career in finance in 1994. LARRY had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Biography

As an MBA and CERTIFIED FINANCIAL PLANNER™ Practitioner, I help people make sensible plans for a successful retirement. My objective with people is to get them first to, and then through, retirement. I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning. The professional you choose to help you achieve your financial goals should believe in prudent investment principles, education, personal service, and the uniqueness of every client. This is my philosophy in working with my clients! I answer only to you, and nobody else. I am also a retired US Air Force Command Pilot who flew helicopters, high performance jets, and internationally in multi-engine jets. I was a Contingency Planner in joint command headquarters and a veteran of the First Gulf War. My flying and planning experience provided insight into planning ahead to reach destinations and goals as well as the need to consider alternatives when things do not go according to plan. Those characteristics carry over to Financial Planning. I'm a Fee-Only planner and member of the National Association of Personal Financlal Advisers (NAPFA) and Financial Planning Association (FPA).
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning and Income...
Employee and Employer Plan Ben...
Investment Planning,
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning,
Hourly Investment Advice with ...
Retirement Planning and Distr...
How do you get paid?
Fee Only
Are you a "fiduciary"?
No

Aliases

Larry Robert Frank Sr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. the name of the other business Author Larry Frank 2. whether the business is investment-related Not investment related 3. the address of the other business Rocklin, CA 4. the nature of the other business Author of a personal finance book, Wealth Odyssey, published in 2005 5. your position, title, or relationship with the other business Author and copyright owner 6. the start date of your relationship Wealth Odyssey was published on February 25, 2005 7. the approximate number of hours/month you devote to the other business Less than 1 hour a month. Less than 1 hour a year. 8. the number of hours you devote to the other business during securities trading hours None. 9. and briefly describe your duties relating to the other business Monitor sales and periodic marketing by third-party firms.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Past

December 13, 2010 - December 31, 2023

BETTER FINANCIAL EDUCATION

RIA
CRD#: 155213
ROCKLIN, CA
Past

July 8, 1997 - October 20, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
ROSEVILLE, CA
Past

October 1, 1995 - October 20, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
ROSEVILLE, CA
Past

November 8, 1994 - October 1, 1995

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/19/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BETTER FINANCIAL EDUCATION
BETTER FINANCIAL EDUCATION
BETTER FINANCIAL EDUCATION | FRANK SR, LARRY ROBERT

CRD#: 155213 / SEC#:

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Contact information

Main Address
Rocklin, CA
Mailing Address
Phone number
(916) 770-5973
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BETTER FINANCIAL EDUCATION

BETTER FINANCIAL EDUCATION

Founder & Owner of Better Financial EducationCRD#: 155213

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Contact information

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xxxxx@xxxx.xxx

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