Gregory Franklin, financial advisor Cincinnati OH
93 score

Gregory Franklin

CRD Number: 1365907
Current Firm: Independent Financial Partners

Gregory Franklin (CRD# 1365907) is an Investment Advisor Representative working at Independent Financial Partners in Cincinnati, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Cincinnati, OH Sep 2015 - Current 1
Franklin Wealth Advisors LLC Cincinnati, OH Sep 2012 - Current 4
Lpl Financial LLC Cincinnati, OH Sep 2009 - Current 7
Franklin Financial Services Agency Cincinnati, OH Jun 1970 - Sep 2012 42
Mutual Service Corporation Cincinnati, OH Jan 1993 - Sep 2009 16
Pacific Mutual Newport Beach, CA Jun 1970 - Dec 2008 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Gregory A. Franklin
Phone Number: 813-341-0960
Registered State(s):
  • KY
  • MO
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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