Robert Regis Franskousky

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Lpl Financial Llc
  Ponte Vedra Beach, FL
• 02/2018 → 06/2018
  Private Wealth, Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2018-03-22 → 2018-06-01
  Private Wealth
  Ponte Vedra, FL
• 2009-06-01 → 2010-11-10
  Morgan Stanley
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ponte Vedra Beach, FL
• 2007-02-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ponte Vedra Beach, FL
• 2001-12-13 → 2007-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL

Other Businesses

1. 5/10/2011: DBA Compass Financial Group - Corporate entity is Robert R. Franskousky Wealth Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 99%. 2. 11/23/2012: Member Benefits Retirement Strategies & Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/14/2014: No Business Name - Not Investment Related - Other-teach CE class for CPA's (approved by AICP) - Started 10/10/2014 - 3 Hrs Per Month/2 Hrs During Securities Trading. 4. 2/18/2016 * Real Estate Rental * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/01/2016 * 4 HRS/MO; 1 HR/MO DURING SECS TRDG HRS. 5. 12/23/2016 - Robert R Franskousky Wealth Services, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/30/2010 - 200 Hrs Per Month/7 Hrs During Securities Trading. 6. 7/14/2017 - Private Wealth - investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Started 7/10/2017 - 200 Hrs Per Month/7 Hrs During Securities Trading. 7. 6/12/2018 - Robert R Franskousky Wealth Services, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 5/25/2018 - 4 Hrs Per Month/0 Hrs During Securities Trading. 8. 7/30/2018 - Divorce Talk Today - Not Investment Related - Out of Reported Business Location(s) - Radio show - Start Date: 7/17/2018 - 2 Hrs Per Month/0 Hrs During Securities Trading - Divorce Talk Today, will be a radio show on divorce as a CDFA. 9. 7/30/2018 - Divorce Radio - Not Investment Related - At Reported Business Location(s) - Radio show - Start Date: 7/18/2018 - 4 Hrs Per Month/0 Hrs During Securities Trading - 'Divorce Radio' is name radio show being developed. 10. 8/27/2018 - Robert R Franskousky Wealth Services Inc - DBA: Divorce Right - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:7/11/2018 - 80 Hrs Per Month/70 Hrs During Trading. 11. 8/27/2018 - Robert R Franskousky Wealth Services Inc - DBA: Divorce Right Florida - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:7/11/2018 - 80 Hrs Per Month/75 Hrs During Trading. 12. 8/29/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Expert Witness - Started 8/23/2018 - 1 Hr Per Month During Sec Trading. 13. 4/23/2019 - Robert R Franskousky Wealth Services Inc - DBA: Compass Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/1/2010 - 200 Hrs Per Month/38 Hrs During Securities Trading. 14. 4/23/19 - Robert R Franskousky Wealth Services Inc - DBA: Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/1/17 - 200 Hrs Per Month/35 Hrs During Sec Trading. 15. 5/19/20 - No Business Name - Investment Related - Ponte Vedra beach FL - Real Estate Rental - Started 05/11/20 - 0 Hrs Per Month. 16. 11/9/20 - Other-Second Saturday Workshop - Not Investment Related - The university of North Florida and other locations - Divorce Workshop Leader - Started 9/9/15 - 5 Hrs Per Month/1 Hr During Trading 17. 9/15/21 - No Business Name - Investment Related - Ponte Vedra Beach, FL 32082 - Real Estate Rental - Start Date: 08/27/2021 - 2 Hrs Per Month/3 Hrs During Sec Trading. 18. 11/15/22 - Florida Homes Realty & Mortgage - Not Investment Related - Home Based - Mortgage/Real Estate Services - Licensed Real Estate Agent - Start Date: 6/22/2011 - 2 Hrs Per Month/2 Hrs During Trading. 19. 9/26/23: Robert R Franskousky as an individual-Other - Florida Supreme Court Certified Family Law-Mediator- Online- Start 5/30/23-2hrs a mth/ 1 hr during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-01-03

Designations

• Certified Financial Planner