Lexie Franco

Lexie Franco is an Investment Advisory Representative at United Planners Financial Services since June 2022, providing securities and advisory services. Previously, Lexie served as an intern at Advanced Tax Strategies from May to August 2019, where tax knowledge was strengthened and client relations were maintained. Prior experience includes working as an Administrative Assistant at Advanced Tax Strategies from 2017 to 2018, leading client relations and contributing to website development. Lexie's background also includes a role as a Student Orientation Services Leader at Biola University in 2017, where incoming students were welcomed and events were organized. Lexie holds a Bachelor's degree in Business Administration and Management from Biola University and a Bachelor of Business Administration from the University of Roehampton.