linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Franklin Leonardo Matute

Roserock Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Franklin? Claim Your Profile

About Franklin Leonardo Matute

Franklin Leonardo Matute is a financial advisor with over 10 years of experience in the industry. Franklin currently works at Roserock Wealth Management, LLC in Dallas, Texas. Franklin has held previous roles at LPL Financial LLC and Ausdal Financial Partners, Inc. Franklin has a Certified Financial Planner designation and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Franklin is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Franklin Matute is currently registered with Roserock Wealth Management, LLC. Roserock Wealth Management, LLC is a Dallas, TX-based registered investment advisor with $215.2 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for businesses and individuals, including high-net-worth individuals and charitable organizations.
Roserock Wealth Management, LLC

5950 SHERRY LANE

DALLAS, TX 75225

$215.20M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Franklin Matute’s Registration & Firm History

TX

09/21/2018 - Present

Roserock Wealth Management, LLC (DALLAS TX)

TX

05/06/2014 - 12/18/2015

LPL FINANCIAL LLC (DALLAS TX)

TX

09/17/2012 - 04/01/2014

AUSDAL FINANCIAL PARTNERS, INC. (COPPELL TX)

TX

10/11/2010 - 09/26/2012

LPL FINANCIAL LLC (COPPELL TX)

Not sure if Franklin Leonardo Matute is right for you?

Licenses & Designations

BOTH

Issued 07/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Franklin Leonardo Matute.
Not sure if Franklin Leonardo Matute is right for you?