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Franklin C. Dealy

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CRD#: 717532
FD

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.

Franklin Charles Dealy, who also goes by Frank C. Dealy, Frank Dealy, was a registered financial professional .

Franklin is a previously registered financial professional and started their career in finance in 1980. Franklin had worked at 9 firms and has passed the Series 63, SIE, Series 5, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank C. Dealy | Frank Dealy

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.
The advisor shows no other business activity.

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®
None

Experience


Past

January 27, 2020 - July 30, 2020

EXECUTIVE ADVISORS, INC.

RIA
CRD#: 114867
FAIRVIEW, TX
Past

January 1, 1999 - December 31, 2019

EXECUTIVE ADVISORS, INC.

RIA
CRD#: 114867
FAIRVIEW, TX
Past

April 9, 1996 - June 25, 2020

FIRST RESEARCH FINANCIAL

BD
CRD#: 27915
FAIRVIEW, TX
Past

June 7, 1995 - September 4, 1998

OMEGA SECURITIES, INC.

BD
CRD#: 7164
FORT WORTH, TX
Past

April 13, 1995 - August 7, 2020

BROWN AND BROWN SECURITIES, INC.

BD
CRD#: 15560
DALLAS, TX
Past

February 1, 1994 - April 8, 1996

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 22, 1987 - February 10, 1994

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
DALLAS, TX
Past

January 24, 1985 - September 24, 1987

T.L. HILL SECURITIES, INC.

BD
CRD#: 14718
Past

August 24, 1983 - February 7, 1985

PERSHING LLC

BD
CRD#: 7560
Past

October 24, 1980 - August 24, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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
RR
Series 63
Date: 11/8/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/1993
General Securities Principal Examination

Current Firm


EA
EXECUTIVE ADVISORS, INC.
EXECUTIVE ADVISORS, INC | LAS COLINAS CAPITAL MANAGEMENT | EXECUTIVE ADVISORS, INC.

CRD#: 114867 / SEC#: 801-68028

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Contact information


Main Address
Fairview, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


EXECUTIVE ADVISORS, INC.

CRD#: 114867

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