Franklin Fernandez
Franklin Fernandez is a registered investment advisor at LPL Financial LLC, based in Palmdale, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
41307 12th St. W, Ste. 203, Palmdale, CA, 93551
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Franklin is an agent for accident & health, life, and variable insurance. He is also the owner of Atlas Wealth Management, Inc., a securities and insurance business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West GroupBroker
Financial West Group
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
State Registrations10 states
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.