GLENN E. FRANK
EVERSOURCE WEALTH ADVISORS | Director of Education
Burlington, MA 01803
Some features on this profile are disabled
CRD#: 4358492
Professional summary
GLENN EDWARD FRANK, who also goes by Glenn E. Frank, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Burlington, Massachusetts.
GLENN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. GLENN has worked at 6 firms .
Biography
In his role at Lexington Wealth, Glenn puts his 25+ years of experience in investing, planning and investment-related tax strategies to work. In addition to being a resource for his Lexington colleagues, he provides direct senior-level client service, serves on the investment committee and leads educational initiatives for staff and clients.
Glenn was recognized by Worth’s rankings as one of the country’s Top Wealth Advisors in the October/November 2008 issue, as well as in the 1999-2007 issues. Glenn was named “Planner of the Year” by the MA Financial Planning Association for 2019.
Prior to joining Lexington, Glenn served as a senior vice president for Calibre Advisory Services, Inc. (RIA, wholly owned Wachovia subsidiary — a Wells Fargo company). Before his work at Calibre Advisory, Glenn was one of three partners at Tanager Financial Services, where he played an integral role in growing the firm to $2 billion in assets under management.
Additionally, Glenn was the founding director of the Master of Personal Financial Planning program at Bentley University in 1996. He also designed and taught two graduate-level courses within the program — Portfolio Management and Investment Vehicles — until 2015. Glenn is a frequent speaker at seminars for advisors, as well as the general public, on topics that include the tax-side of investing, whether or not to work with an advisor and balancing time, money and happiness. He is a former CPA/PFS, CFP.
Glenn authored “Your Encore” (a retirement planning guide, available on Amazon). He lives with his wife, Kerri, in Bedford, Massachusetts. He and his family — including his three children, Jordan, Jenna and Cameron — are devoted to The World School. Glenn enjoys golf and pickleball.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Glenn E. Frank
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) Business Name: Frank Advising LLC; Investment Related: Yes; Start Date: Beginning in March 2025, Title/Relationship: President; Nature: Educational workshops; Address: 8 Shire Lane, Bedford, MA 01730; Approx. Time Spent: 15 hours per month; 0 hours per month during trading hours; Duties: Professor delivering course content; 2) Business Name: N/A; Investment Related: Yes; Start Date: 2024 Address: 8 Shire Lane, Bedford, MA 01730; Nature/Duties: Newsletter writing for an RIA; Time Spent: Approx. 5% of time during the month; and (3) Business Name: Frank Advising, LLC; Investment Related: Yes; Start Date: January 2025; Title: President and Chief Compliance Officer; Nature: Registered investment advisory firm; Address: 8 Shire Lane, Bedford, MA 01730; Time Spent: 5 hours per month; During Trading Hours: 5; Duties: Until the company withdraws its registration in Massachusetts, Glenn will be provide services as President and CCO of Frank Advising, LLC to facilitate the transition of the company's investment advisory practice to EverSource Wealth Advisors, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view GLENN EDWARD FRANK's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 25, 2025 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 1500 District Avenue Suite 2068, Burlington, MA 01803RIA
CRD#: 286340
Burlington, MA
Past
March 25, 2025 - October 9, 2025
FRANK ADVISING LLC
RIA
CRD#: 330430
BEDFORD, MA
Past
October 18, 2019 - January 30, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Lexington, MA
Past
April 21, 2010 - December 31, 2019
LEXINGTON WEALTH MANAGEMENT, INC.
RIA
CRD#: 135507
LEXINGTON, MA
Past
January 3, 2005 - May 3, 2010
CALIBRE ADVISORY SERVICES INC.
RIA
CRD#: 133333
WALTHAM, MA
Past
January 1, 1997 - December 16, 2004
TANAGER FINANCIAL SERVICES INC
RIA
CRD#: 106270
WALTHAM, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/25/2025)
Exams
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
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
EVERSOURCE WEALTH ADVISORS, LLC
Director of EducationCRD#: 286340Burlington, MA 01803TRUST BUT VERIFY
Monitor GLENN FRANK
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
