Peter Franklin (CRD# 6319749) is an Investment Advisor Representative working at Avantax Advisory Services in Hollywood, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vf Wealth Management Inc. | Davie, FL | Nov 2021 - Current | 2 |
| Avantax Advisory Services | Hollywood, FL | Jan 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | Hollywood, FL | Oct 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Hollywood, FL | Jul 2017 - Current | 6 |
| Vitale Miller Pa | Davie, FL | Jul 2017 - Current | 6 |
| Vitale & Miller Pa | Hollywood, FL | Jul 2017 - Apr 2022 | 4 |
| Fitzsimmons Metal | Glenshaw, PA | Mar 2015 - Jun 2017 | 2 |
| Sagepoint Financial | Oakmont, PA | Apr 2014 - Mar 2017 | 2 |
| Bethany College | Bethany, WV | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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