Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Franklin has been a financial professional since 1988 and has a strong background in both investment advisory and brokerage services. James is currently registered with Global Retirement Partners LLC and provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. James previously worked with MML Investors Services, LLC and T. Rowe Price Investment Services, Inc. James holds several industry certifications and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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.
1
2
MD
12/04/2023 - Present
Global Retirement Partners LLC (Hunt Valley MD)
MD
08/02/1990 - 09/05/2023
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
12/16/1987 - 06/25/1990
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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