Unclaimed
Franklin Ventura is a registered representative with Charles Schwab & CO., Inc. Franklin has been in the financial services industry for over 10 years. Franklin holds the Series 63 and Series 66 securities licenses and is registered to offer securities in Texas. Franklin's office is located in Westlake, Texas. Franklin has experience in providing financial planning services and is a wrap fee program sponsor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/01/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
Not sure Franklin Ventura is the right advisor for you? Invested Better is here to help.