Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.
CRD# 4752027
Allen Wealth Management, LLC
CRD# 5699016
Edward Jones
CRD# 2892227
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Boone, NC | Sep 2014 - Current | 9 |
| Raymond James Financial Services, Inc. | Boone, NC | Aug 2014 - Current | 9 |
| Allen Wealth Management | Boone, NC | Aug 2014 - Current | 9 |
| Empire Distributors | Mills River, NC | Sep 2018 - Mar 2022 | 3 |
| First Citizens Investor Services | Raleigh, NC | Jun 2014 - Aug 2014 | < 1 |
| Wells Fargo/wachovia | Boone, NC | May 1997 - Jun 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- NC
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Total Assets Under Management478MILLIONS
-
Total Number of Accounts2,454ACCOUNTS
-
Average Account Value$194,970
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, SC, TN, TX, VA
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