Brian Franklin (CRD# 6429677) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Chesapeake, VA and has over 8 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Chesapeake, VA | Jan 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | Chesapeake, VA | Aug 2016 - Current | 7 |
| Navy Federal Financial Group, LLC | Chesapeake, VA | Aug 2016 - Current | 7 |
| Lincoln Financial Advisors | Virginia Beach, VA | Mar 2015 - Aug 2016 | 1 |
| Kpmg LLC | Washington, DC | Jan 2011 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- AZ
- FL
- GA
- NC
- SD
- VA
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
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Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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