Kirk Warren Francis
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
43 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Financial Life AdvisorsMar 2017 to now
- Housing Authority of Bexar CountySep 2015 to now
- The City of Hill Country VillageOct 2014 to now
- Cross Financial Services CorpApr 1993 to now
- United Planners' Financial Services of AmericaApr 2008 to Dec 2016
- Cross Insurance (international) GroupOct 1993 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1983
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Life Advisors
Legal name: Financial Life Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 840623
- 128502