Kirk Warren Francis

CFP

Financial Life Advisors

48 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Financial Life Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

219 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$345.8M

Fee Structure

Location

14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232

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History

Regulatory 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.

Other Business Activities

Kirk serves as the Chairman of the Zoning Commission for the City of Hill Country Village since 2014. He also serves as Chairman for the Housing Authority of Bexar County since 2015, providing governance and oversight.

Employment History

Current Registrations

Financial Life Advisors

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

United Planners' Financial Services of America a Limited PartnerBroker

April 2008 - December 2016 · 8 yrs 8 mos

United Planners' Financial Services of America a Limited Partner

April 2008 - April 2008 · 0 mos

Financial Life Advisors

May 1994 - February 2019 · 24 yrs 9 mos

Wfg Investments, INC.Broker

May 1993 - May 2008 · 15 yrs

Williams, Buchanan & Company, INC.Broker

March 1993 - April 1993 · 1 mo

Painewebber IncorporatedBroker

November 1987 - March 1993 · 5 yrs 4 mos

Dean Witter Reynolds INC.Broker

June 1981 - December 1987 · 6 yrs 6 mos

E. F. Hutton & Company INCBroker

January 1979 - August 1981 · 2 yrs 7 mos

A. G. Edwards & Sons, INC.Broker

July 1977 - December 1978 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.