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Franklin Naylor

44 Years of Experience
Colorado Springs, CO
Broker

Franklin Naylor is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Crown Capital Securities, L.P.
April 2006 - April 2024 · 18 yrs
Crown Capital Securities, L.P.Broker
February 2000 - April 2024 · 24 yrs 2 mos
Mutual Service CorporationBroker
March 1999 - February 2000 · 11 mos
Titan/value Equities Group, INC.Broker
April 1985 - March 1999 · 13 yrs 11 mos
Pioneer Securities, INC.Broker
March 1983 - April 1985 · 2 yrs 1 mo
Financial Planners Equity CorporationBroker
December 1981 - October 1983 · 1 yr 10 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.