Franklin Rocafort
Franklin Rocafort is a registered investment advisor at Cetera Investment Advisers LLC, based in San Juan, PR, with 38 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Fd Roosevelt Ave, 114 Marginal Sur, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Franklin is an independent insurance agent and general agent, dedicating full-time hours to this activity since 1981. He also provides accounting and tax planning services, manages rental properties, offers TPA services for Pension Plus, operates Rocafort Group for financial services, works as a wirehouse-approved general agent, and co-owns Academia Financiera de Puerto Rico for financial literacy education.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Allmerica Investments, INC.Broker
State Registrations9 states
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