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Bryan David Franco

Carrera Capital Advisors

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About Bryan David Franco

Bryan Franco is a financial advisor with over 10 years of experience in the financial services industry. Bryan is a Chartered Financial Analyst and holds a Series 7 and Series 63 license. Bryan is currently registered as an investment advisor representative with Carrera Capital Advisors. Bryan has previously worked at CIG Securities, Oppenheimer & Co. Inc., and Flexible Plan Investments. Bryan specializes in financial planning, portfolio management, and investment advisory services for individuals, businesses, and corporations. Bryan works with clients to help them achieve their financial goals, such as retirement planning, college savings, and estate planning.

Firm Information

Bryan Franco is currently registered with Carrera Capital Advisors. Carrera Capital Advisors is an investment advisory firm located in Troy, MI. With a team of seven licensed agents and one investment adviser representative, they manage over $617 million in assets for 1,360 accounts. Carrera Capital Advisors provides financial planning, portfolio management for individuals and businesses, and other investment services. They cater to a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension plans, investment companies, and charitable organizations.
Carrera Capital Advisors

901 WILSHIRE DRIVE

TROY, MI 48084-5611

$617.32M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Franco’s Registration & Firm History

MI

05/20/2024 - Present

Carrera Capital Advisors (TROY MI)

MI

10/14/2015 - 01/17/2018

CIG SECURITIES (SOUTHFIELD MI)

NY

08/05/2011 - 02/18/2014

OPPENHEIMER & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan David Franco.
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