Gary Frank

LPL Branch Manager
Financial Advisor
LPL Investment Advisor Representative

Coastal View financial advisor Gary Frank has more than three decades of financial planning experience and is dedicated to helping his valued clients achieve their current and long-term goals. He is licensed as an investment advisor representative and Officer of Supervisory Jurisdiction with LPL Financial and a fiduciary* in more than 20 states. Gary is also licensed in Life, Health, and Property and Casualty insurance.

During his time as a financial advisor he has successfully managed hundreds of diverse client portfolios. Gary puts a focus on integrating investment, tax, legal and insurance aspects to help his clients pursue financial security. In addition, he has received numerous accolades and industry recognition over the years for his achievements and actively serves on a broker dealer advisory board. Gary is thankful for the growth of his practice from the referral support of his clients without any significant public advertisement. 

* Fiduciary capacity is with advisory clients only