Brett Franklin (CRD# 7265742) is an Investment Advisor Representative working at Mariner Wealth in Amarillo, TX and has 1 year of experience in the finance industry.
CRD# 6493982
Edward Jones
CRD# 4674856
Kestra Advisory Services, LLC
CRD# 4306370
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Amarillo, TX | Aug 2022 - Current | 1 |
Guardian Life Insurance Of America | Murray, UT | Apr 2020 - Aug 2022 | 2 |
Lendingclub | Lehi, UT | Aug 2019 - Apr 2020 | < 1 |
Basile & Davis Cpas | St. George, UT | Aug 2018 - Aug 2019 | 1 |
Seeking Employment | St. George, UT | May 2017 - Aug 2018 | 1 |
Dixie State University | St. George, UT | Aug 2017 - May 2018 | < 1 |
Econex Pest Control | Corona, CA | May 2017 - Aug 2017 | < 1 |
Wal-mart | Hurricane, UT | Mar 2011 - May 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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