Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe David Franklin is a financial advisor with Innovative Advisory Partners, LLC, a registered investment advisor firm based in Hixson, Tennessee. Joe David Franklin has over 20 years of experience in the financial services industry, having held previous positions with LPL Financial LLC, Raymond James & Associates, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., and American Express Financial Advisors Inc. Joe David Franklin specializes in providing financial planning, investment advisory services, and consulting services to individuals and families. Joe David Franklin is also a Certified Financial Planner.
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.
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.
Consulting
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.
Share in third party fees
1
2
TN
03/17/2017 - Present
Innovative Advisory Partners, LLC (HIXSON TN)
TN
05/13/2010 - 04/30/2020
LPL FINANCIAL LLC (HIXSON TN)
TN
07/26/2001 - 05/17/2010
RAYMOND JAMES & ASSOCIATES, INC. (HIXSON TN)
KY
04/28/1997 - 08/02/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
10/25/1995 - 04/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1995 - 04/24/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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