James FranklinCRD Number: 6307496
Current Firm: Tlg Advisors, Inc.
James Franklin (CRD# 6307496) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Metter, GA and has over 6 years of experience in the finance industry.
Truist Advisory Services, Inc.
|The Leaders Group, Inc.||Littleton, CO||Oct 2019 - Current||2|
|Independent Insurance Agent||Metter, GA||Jun 2013 - Current||8|
|Massachusetts Mutual Life Ins Co||Statesboro, GA||Mar 2015 - Oct 2019||4|
|Mml Investors Services, LLC||Statesboro, GA||Mar 2015 - Oct 2019||4|
|One Life America||Metter, GA||Jul 2013 - Aug 2014||1|
|Pineland Telephone||Metter, GA||Feb 2006 - Jul 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2015|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management1,164MILLIONS
Total Number of Accounts4,271ACCOUNTS
Average Account Value$272,642
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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