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Kevin S Zhang

Franklin Distributors, LLC

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About Kevin S Zhang

Kevin S. Zhang is a financial advisor with over 6 years of experience in the industry. Kevin is currently registered with Franklin Distributors, LLC, a firm based in Miami, FL. Kevin has previously held positions with various financial institutions including Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc. and Templeton/Franklin Investment Services,Inc. Kevin holds Series 63, SIE and Series 7 licenses. Kevin is registered to conduct business in California, Colorado, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah and Washington.

Firm Information

Kevin Zhang is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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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Kevin Zhang’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (MIAMI FL)

CA

06/11/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

CA

06/11/2020 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

CA

06/11/2020 - 07/07/2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)

NY

03/25/2019 - 05/21/2020

FEF DISTRIBUTORS, LLC (NEW YORK NY)

NJ

05/05/2017 - 01/30/2019

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

09/29/2016 - 03/07/2017

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

BC

Issued 05/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin S Zhang.
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