Michael Franklin (CRD# 4038515) is an Investment Advisor Representative working at Tandem Financial, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tandem Financial, LLC | Greenwood Village, CO | Mar 2018 - Current | 6 |
| Purshe Kaplan Sterling Investments | Greenwood Village, CO | Mar 2018 - Current | 6 |
| Lpl Financial, LLC | Englewood, CO | Feb 2003 - Feb 2018 | 15 |
| Dodds Wealth Management Group | Englewood, CO | Feb 2000 - Feb 2018 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CO
- LA
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts925ACCOUNTS
-
Average Account Value$275,802
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, LA, MT, NE, TX, WA
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