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Brian Welsh Kahley

Franklin Distributors, LLC

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About Brian Welsh Kahley

Brian Kahley is a financial advisor who has been in the industry since 2006. Brian is currently registered with Franklin Distributors, LLC and is licensed to provide financial advice in 13 states. Brian has previously worked at Franklin Templeton Financial Services Corp. and Templeton/Franklin Investment Services, Inc. Brian holds the Series 3, Series 7, and Series 63 licenses.

Firm Information

Brian Kahley 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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Brian Kahley’s Registration & Firm History

CA

06/25/2021 - Present

Franklin Distributors, LLC (San Mateo CA)

FL

03/26/2007 - 11/16/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Fort Lauderdale FL)

CA

09/29/2006 - 03/26/2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 08/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2014

Series 3 - National Commodity Futures Examination

BC

Issued 09/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Welsh Kahley.
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