FW
Frank E. Wilson
ISC ADVISORS
Wichita Falls, TX 76301
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CRD#: 6628128
FW
Professional summary
Frank Ernest Wilson, who also goes by Frank E Wilson, is a registered financial advisor currently at ISC ADVISORS, INC. located in Wichita Falls, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Wichita Falls, Texas.
Frank is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Frank has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Frank E Wilson
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) I*92044 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ADDAX EXPLORATION LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 1, WICHITA FALLS, TEXAS 76307 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/1/2007 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADDAX EXPLORATION IS AN OIL AND GAS EXPLORATION COMPANY. I HAVE NO DEFINED TASKS OR RESPONSIBILITIES WITH ADDAX EXPLORATION. 2) I*92048 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ADDAX OPERATING LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 1, WICHITA FALLS, TEXAS 76307 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/1/2010 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADDAX OPERATING IS THE OPERATING ARM OF ADDAX. I HAVE NO DEFINED TASKS OR RESPONSIBILITIES AT ADDAX OPERATING. 3) I*92075 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FRANK E. WILSON INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 4163, WICHITA FALLS, TEXAS 76308 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/1992 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A LLC THAT HOLDS INTEREST IN INCOME PRODUCING PROPERTIES I OWN. I AM THE SOLE OWNER. 4) Jefe Oilfield Services LLC, for profit, non investment related, PO Box 1, Wichita Falls TX 76307, owner, start date 03/2010, 0 hours monthly, 0 hours during trading, I have no defined tasks or responsibilities. 5) Texoma Business Leaders, membership chair, started 1/2018, Wichita Falls, TX 76301, business networking group, no compensation, volunteer position, 1/2 hr per week with none during trading hours. 6) www.livemoneyadvisor.com, owner, 900 8th Street, Suite 316, Wichita Falls, TX 76301, DBA, started 2/2019, 7) Moonlight Jewelry Designs, co-owner, Wichita Falls, TX, started 10/1/19, assisting wife with her jewelry business 3-4 hours per week with zero hours during trading hours. 8)The name of business is Rocking W. It is not investment related. The address is 5511 Long Leaf Dr., Wichita Falls, TX 76310. It is a short term rental property in which Frank owns as of 8/2/2022. The expected numbers of hours devoted to the activity is 1, of which none is during business hours. Activity is expected to be passive but may have to help if some renting issues arise. 9) Rocking W Jewelry LLC, not investment related. Located at 5511 Long Leaf Dr, Wichita Falls, TX 76310. This is RRs wife's jewelry business. Position is owner and start date is 8/22/2022. One hour a week devoted to business with non during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Frank Ernest Wilson'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
November 29, 2017 - Present
ISC ADVISORS, INC.
Office #1: 900 8th St Ste. 316, Wichita Falls, TX 76301RIA
CRD#: 166586
Wichita Falls, TX
Current
November 29, 2017 - Present
INSTITUTIONAL SECURITIES CORPORATION
Office #1: 900 8th Street Ste 316, Wichita Falls, TX 76301BD
CRD#: 20291
Wichita Falls, TX
Past
June 21, 2016 - November 3, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WICHITA FALLS, TX
Past
May 12, 2016 - November 3, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WICHITA FALLS, TX
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".
IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.
CRD#: 166586 / SEC#: 801-77727
RIA
Registered Investment Advisory firm - (3/20/2013 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/23/2019)
RR
Colorado(7/6/2018)
RR
Florida(3/24/2023)
IAR
Florida(10/3/2025)
RR
Minnesota(9/25/2023)
RR
Montana(3/10/2023)
IAR
New Mexico(7/25/2023)
RR
New Mexico(9/21/2023)
RR
Oklahoma(6/1/2018)
IAR
Oklahoma(6/1/2018)
RR
South Carolina(6/27/2023)
RR
Texas(11/29/2017)
IAR
Texas(11/29/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.
CRD#: 166586 / SEC#: 801-77727
RIA
Registered Investment Advisory firm - (3/20/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
Mailing Address
Phone number
(214) 520-1115
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,989 |
| AUM (Assets Under Management) | $ 1,539,119,817 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
