Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Aaron Franklin is a financial advisor with Independent Financial Partners. Gregory is licensed in 23 states including Arizona, California, Colorado and Florida. Gregory has been working in the financial industry since September 24, 1985. Gregory offers financial planning, pension consulting and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
OH
09/23/2021 - Present
Independent Financial Partners (Blue Ash OH)
OH
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (CINCINNATI OH)
OH
01/11/1993 - 09/08/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
AZ
11/19/1989 - 01/14/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/25/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Franklin is the right advisor for you? Invested Better is here to help.
