Joe Franklin (CRD# 2673133) is an Investment Advisor Representative working at Innovative Advisory Partners, LLC in Hixson, TN and has over 28 years of experience in the finance industry. Joe Franklin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Advisory Partners, LLC | Hixson, TX | Aug 2016 - Current | 7 |
| Lpl Financial LLC | Hixson, TN | May 2010 - Current | 13 |
| Franklin Wealth Management | Hixson, TN | May 2010 - Current | 13 |
| Jf Properties LLC | Hixson, TN | Apr 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- TN
- TX
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,033ACCOUNTS
-
Average Account Value$192,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, FL, GA, LA, TN, TX, WA
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