Franklin McElroy, financial advisor Cornelius NC

Franklin McElroy

CRD Number: 2237589
Current Firm: Kestra Advisory Services, LLC

Franklin McElroy (CRD# 2237589) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cornelius, NC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Cornelius, NC Apr 2016 - Current 8
Kestra Investment Services, LLC Cornelius, NC Mar 2015 - Current 9
Ameritas Life Insurance Corp. Lincoln, NE Jan 2010 - Current 14
Amaia Trusted Source Network Cornelius, NC Jan 2006 - Current 18
Gnc Properties, LLC Myrtle Beach, SC Jan 2006 - Current 18
Baird Financial Dallas, TX Jan 2006 - Current 18
Md Financial Dallas, TX Jan 2006 - Current 18
Bmh Investment Group Cornelius, NC Jan 1998 - Current 26
Nfp Securities, Inc. Austin, TX Mar 2015 - Apr 2016 1
Ameritas Investment Corp. Lincoln, NE Jan 2010 - Mar 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Nov 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Franklin J. McElroy
Phone Number: 8445537872
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
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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