AF
Alexandria Nicole Franco
3 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexandria is a life-only insurance agent since 2020. She is also an associate at Advanced Tax Strategies and Franco Financial Services, both providing tax preparation, accounting, bookkeeping, and CPA services since 2022.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
June 2022 - Present · 3 yrs 7 mos
United Planners' Financial Services of America a Limited Partner Broker
March 2022 - Present · 3 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.