Franklin Gay, financial advisor Plantation FL

Franklin Gay

CRD Number: 7218874
Current Firm: Tobias Financial Advisors

Franklin Gay (CRD# 7218874) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has 1 year of experience in the finance industry. Franklin Gay 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.

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Professional Designations
Company Name Location Dates Years
Tobias Financial Advisors Plantation, FL Aug 2020 - Current 3
Zehnder Wealth Management Saint Cloud, FL Jan 2017 - Aug 2020 3
University Of Central Florida Orlando, FL Jan 2016 - Jan 2018 2
Valencia College Kissimmee, FL Jan 2014 - Jan 2016 2

Franklin Gay has no recent exams reported.
Contact Info for Franklin G. Gay
Phone Number: 954-424-1660
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    641
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $379,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, LA, NJ, NY, TX

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