Peter Franklin is a registered investment advisor, based in Davie, FL, with 11 years of industry experience.
Location
5240 S University Drive, Suite 106, Davie, FL, 33328
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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
Peter sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating minimal time to this activity. He is also the Vice President and an owner of VF Wealth Management Inc, where he prepares tax returns, provides bookkeeping services, and offers financial services through Avantax, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Sagepoint Financial, INC.Broker
State Registrations14 states
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