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Franklin Scheneck Whitehouse

Manchester Financial Inc.

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About Franklin Scheneck Whitehouse

Franklin Scheneck Whitehouse is an Investment Advisor Representative at Manchester Financial Inc. Franklin Scheneck Whitehouse has over 20 years of experience in the financial services industry. Franklin Scheneck Whitehouse offers a variety of services, including financial planning, portfolio management, and educational seminars. Franklin Scheneck Whitehouse has a strong commitment to providing personalized service to each of their clients.

Firm Information

Franklin Whitehouse is currently registered with Manchester Financial Inc.. Manchester Financial Inc. is an investment advisor based in WESTLAKE VILLAGE, CA. They have 5 licensed agents, 12 investment advisor representatives, and 12 individuals involved in investment advisory functions. They manage approximately $854,587,885 in assets for 2,304 accounts. They offer portfolio management services for individuals, businesses, and pension and profit-sharing plans, as well as financial planning and educational seminars. They do not have a wrap fee program.
Manchester Financial Inc.

2815 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$854.59M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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consulting services

Consulting services

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Franklin Whitehouse’s Registration & Firm History

CA

09/08/2021 - Present

Manchester Financial Inc. (WESTLAKE VILLAGE CA)

SC

09/28/2012 - 07/02/2013

LPL FINANCIAL LLC (FORT MILL SC)

CA

11/14/2011 - 09/28/2012

SPIRE SECURITIES, LLC (WOODLAND HILLS CA)

VA

10/20/2008 - 07/11/2011

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

IL

06/09/2004 - 12/14/2005

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

CT

09/16/2002 - 06/02/2004

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

NY

04/20/2000 - 05/16/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

AZ

07/20/1999 - 03/28/2000

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

RI

08/21/1997 - 03/15/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

CT

07/18/1995 - 08/12/1997

NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)

NA

06/02/1987 - 07/09/1987

PHILIPS, APPEL & WALDEN, INC.

NA

11/12/1986 - 05/29/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 11/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 07/17/1995

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Franklin Scheneck Whitehouse.
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