Cheri Franklin, financial advisor Irvine CA
100 score

Cheri Franklin

CRD Number: 2012690
Current Firm: Clarity Capital Advisors, LLC
Compensation Model: Fee Only

Cheri Franklin (CRD# 2012690) is the Co-founder and Vice President of Clarity Capital Advisors in Irvine, California and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Clarity Capital Advisors, LLC Irvine, CA Jan 2016 - Current < 1
Index Fund Advisors Inc. Irvine, CA Nov 2006 - Mar 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Cheri Franklin
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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