Todd S. Frank
Professional summary
Todd Stuart Frank is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Irvine, California.
Todd is registered as a RR (Registered Representative) and started their career in finance in 1978. Todd has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Todd Stuart Frank's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2026 - Present
BENEFIT FUNDING SERVICES, LLC
Office #1: 100 Spectrum Center Drive Suite 400, Irvine, CA 92618March 1, 1996 - May 29, 2026
MML INVESTORS SERVICES, LLC
January 30, 1994 - December 31, 1996
1717 CAPITAL MANAGEMENT COMPANY
May 6, 1993 - March 1, 1996
G. R. PHELPS & CO., INC.
May 11, 1978 - December 31, 1989
G. R. PHELPS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/1/2026)
(6/4/2026)
(6/4/2026)
(6/4/2026)
Exams
Series 1
Date: 5/3/1978
Registered Representative ExaminationFINRA
Current Firm
BENEFIT FUNDING SERVICES, LLC
CRD#: 44079 / SEC#: , 8-50527
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
Red Flags
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