FG
CFP
FG
CFP

Francesca Gervascio-Franzen

23 Years of Experience
Belton, TX
Broker

Francesca Gervascio-Franzen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Belton, TX, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

204 N Penelope Street, Suite A, Belton, TX, 76513

Get directions

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.

Learn about disclosures →
Other Business Activities

Francesca is a financial advisor at Gunter Financial Partners/Services since 2018, dedicating minimal time. She also serves as the Treasurer for the Temple Symphony Orchestra since 2023, spending a few hours per week and participating in investment-related activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Bbva Wealth Solutions INC.
October 2013 - June 2018 · 4 yrs 8 mos
Bbva Securities INC.Broker
October 2013 - June 2018 · 4 yrs 8 mos
USAA Financial Planning Services
May 2010 - May 2013 · 3 yrs
USAA Financial Advisors, INC.Broker
February 2010 - May 2013 · 3 yrs 3 mos
Financial Planning Consultants, INC.Broker
January 2002 - December 2009 · 7 yrs 11 mos
State Registrations3 states
MTNMTX
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.
Francesca Gervascio-Franzen - Financial Advisor | TrueAdvisor