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Blair Truebner Gorman

Franklin Distributors, LLC

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About Blair Truebner Gorman

Blair Truebner Gorman is a financial advisor at Franklin Distributors, LLC. Blair holds Series 7, 6, 24 and 66 securities licenses. Blair has been in the financial industry for over 16 years and has experience with Morgan Stanley & Co. Incorporated, Old Mutual Investment Partners, and Jackson National Life Distributors, Inc. Blair can work with clients in 53 different states.

Firm Information

Blair Gorman is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Blair Gorman’s Registration & Firm History

CT

02/01/2012 - Present

Franklin Distributors, LLC (STAMFORD CT)

NY

03/26/2008 - 02/05/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

CO

09/23/2004 - 10/02/2007

OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)

TN

04/14/2003 - 08/23/2004

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

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Licenses & Designations

BC

Issued 11/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blair Truebner Gorman.
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