Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Franklin is a financial professional with over 30 years of experience in the industry. William has a long history of working in the financial services industry, beginning with Essex Company in 1986. William most recently worked with Mercap Securities, LLC. Currently, William Bruce Franklin is a Registered Representative at Innovation Partners LLC and serves clients in North Carolina. William is licensed to sell securities in Arkansas, Florida, Georgia, Louisiana, Mississippi, Missouri, Tennessee, and Texas.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
12/01/2020 - Present
Innovation Partners LLC (CHARLOTTE NC)
GA
10/07/2014 - 12/03/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
GA
08/01/2003 - 09/30/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
LA
12/16/2001 - 08/01/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
01/22/1990 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
12/13/1988 - 01/17/1990
GLOBAL INVESTOR SECURITIES, INC.
NA
07/25/1988 - 12/17/1988
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
NA
11/16/1987 - 08/02/1988
ESSEX FINANCIAL SERVICES, INC.
NA
06/26/1986 - 11/23/1987
ESSEX COMPANY
NA
09/17/1987 - 09/28/1987
ESSEX FINANCIAL SERVICES, INC.
NA
12/03/1985 - 05/22/1986
SWINK & COMPANY, INC.
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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