Franklin Parker
Franklin Parker is a CFA-designated registered investment advisor at Directional Advisors, based in Lewisville, TX, with 18 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size of the account, complexity of investment strategy, types of holdings, and relationship with the firm.
Fee Estimator
Location
Lewisville, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Franklin is the chairman, founder, and business manager of Sailingstone Technologies, LLC, a software development/SaaS company, since May 2022. He spends a few hours per week on this venture.
Employment History
Current Registrations
Directional Advisors
Previous Registrations
Bright Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
360 Wealth Management, LLC
LPL Financial LLC
Edward Jones
State Registrations1 state
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.