WF
CFP
WF
CFP
William Franklin
30 Years of Experience
San Rafael, CA
1 DisclosureBrokerSells Insurance
William Franklin is a CFP-designated registered investment advisor, based in San Rafael, CA, with 30 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2020Denied
Other Business ActivitiesSells Insurance
William works with Franklin Financial Group, Hub International, and Global Retirement Partners in various investment-related and insurance-related roles, dedicating full-time hours to these activities. He sells life insurance, disability insurance, long-term care insurance, and fixed annuities through Franklin Financial Group.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
August 2025 - Present · 11 mos
HUB International Investment Services INC.
August 2025 - Present · 11 mos
Global Retirement Partners LLC
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
February 2000 - September 2023 · 23 yrs 7 mos
MML Investors Services, LLCBroker
November 1995 - September 2023 · 27 yrs 10 mos
State Registrations1 state
MD
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.