Franklin Whitehouse (CRD# 1585964) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 28 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Financial Inc. | Westlake Village, CA | Nov 2020 - Current | 3 |
| Gladstone Wealth Group | Chester, NJ | Sep 2019 - Nov 2020 | 1 |
| One Capital Management, LLC | Westlake Village, CA | Jul 2016 - Sep 2019 | 3 |
| Unemployed | Thousand Oaks, CA | Feb 2016 - Jul 2016 | < 1 |
| Aequitas Capital Management | Thousand Oaks, CA | Sep 2014 - Feb 2016 | 1 |
| Ta Capital Management | Woodland Hills, CA | Mar 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CA
-
Total Assets Under Management855MILLIONS
-
Total Number of Accounts2,304ACCOUNTS
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Average Account Value$370,915
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TN, TX, UT, WA
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