John Franklin
John Franklin is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Raleigh, NC, with 18 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,202 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.65% |
| $750K - $1.3M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable and represent maximum percentages for each asset tier. Cash is included in assets under management for billing purposes.
Fee Estimator
Location
4325 Lake Boone Trail, #205, Raleigh, NC, 27607
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
John operates under the DBA Franklin Watkins Financial Group for his LPL business and also sells non-variable insurance. He is also an IAR with IFG Advisory, LLC, dedicating about half of his time to providing investment advisory services. Finally, he has a loan, dedicating minimal time to it.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
State Registrations21 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.
Exams
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