Gregory Franklin, financial advisor Blue Ash OH

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 Blue Ash, OH and has over 38 years of experience in the finance industry.

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Ubs Financial Services Inc.
Company Name Location Dates Years
Ifp Securities, LLC Cincinnati, OH May 2019 - Current 4
Independent Financial Partners Cincinnati, OH Sep 2015 - Current 8
Franklin Wealth Advisors LLC Cincinnati, OH Sep 2012 - Current 11
Lpl Financial LLC Cincinnati, OH Sep 2009 - May 2019 9
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):
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • IA
  • KY
  • MI
  • MO
  • NY
  • NC
  • OH
  • OR
  • SC
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
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, WY

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