Kyler Franklin (CRD# 6352000) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 7 years of experience in the finance industry.
CRD# 5619105
Ubs Financial Services Inc.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Beverly Hills, CA | Jan 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, CA | Oct 2018 - Current | 5 |
| Morgan Stanley | Beverly Hills, CA | Jun 2016 - Oct 2018 | 2 |
| Fisk University | Nashville, TN | Aug 2012 - May 2016 | 3 |
| Fisk University | Nashville, TN | Aug 2012 - Apr 2016 | 3 |
| Cole Haan | Nashville, TN | Nov 2015 - Feb 2016 | < 1 |
| Morgan Stanley | Pasadena, CA | Jun 2015 - Aug 2015 | < 1 |
| Barnes & Noble | Nashville, TN | Nov 2014 - Nov 2014 | < 1 |
| Merrill Lynch | Century City, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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