Francesca Gervascio-Franzen, financial advisor Belton TX

Francesca Gervascio-Franzen

CRD Number: 4418729
Current Firm: Raymond James Financial Services Advisors, Inc.

Francesca Gervascio-Franzen (CRD# 4418729) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belton, TX and has over 22 years of experience in the finance industry. Francesca Gervascio-Franzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Covington Books Temple, TX Jan 2019 - Current 5
Raymond James Financial Services Advisors, Inc. Belton, TX Jun 2018 - Current 5
Raymond James Financial Services, Inc. Belton, TX Jun 2018 - Current 5
Bbva Securities Inc. Belton, TX Oct 2013 - Jun 2018 4
Bbva Wealth Solutions Inc. Belton, TX Oct 2013 - Jun 2018 4
Bbva Compass Insurance Agency, Inc. Austin, TX Sep 2013 - Jun 2018 4
Compass Bank Birmingham, AL Sep 2013 - Jun 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Francesca D. Gervascio-Franzen
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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