Franklin Street Advisors Inc.
Franklin Street Advisors Inc. (CRD# 106275) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $3,039,682,750 in 1,572 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management3,040MILLION
-
Total Number of Accounts1,572ACCOUNTS
-
Average Account Value$1,933,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA
Colin Bates (CRD# 7025597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 4 years of experience in the finance industry.
Richard Blankenship (CRD# 1081815) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry.
Milton Brown (CRD# 5464105) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Milton Brown 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.
Johns Ellington (CRD# 2285549) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Roger Eubanks (CRD# 2601243) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 27 years of experience in the finance industry.
Joseph Fox (CRD# 4466171) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry. Joseph Fox 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.
Dennis Greenway (CRD# 3092298) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 23 years of experience in the finance industry.
Matthew Inman (CRD# 6591261) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry. Matthew Inman 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.
Charles Mahaffey (CRD# 5731782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 14 years of experience in the finance industry.
Christy Phillips Strigel (CRD# 2421782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 25 years of experience in the finance industry.