Unclaimed
Franklin Llewellyn Naylor is a registered investment advisor with LPL Financial LLC, located in COLORADO SPRINGS, CO. Franklin is also registered in several other states. Franklin has been in the industry since 1981 and has worked for several firms in the past, including CROWN CAPITAL SECURITIES, L.P., MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., and PIONEER SECURITIES, INC. Franklin offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
04/17/2024 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
02/01/2000 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (COLORADO SPRINGS CO)
MA
03/31/1999 - 02/01/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/23/1985 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/16/1983 - 04/26/1985
PIONEER SECURITIES, INC.
NA
12/11/1981 - 10/23/1983
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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