BF
ChFC
BF
ChFC

Brian Franklin

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K
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Location

111 Gainsborough Square, Chesapeake, VA, 23320

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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.

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Other Business Activities

Brian owns rental real estate in Virginia Beach, VA, and maintains the property and collects rent. He dedicates minimal time to this activity.

Employment History
Current Registrations
Navy Federal Investment Services, LLC
January 2017 - Present · 9 yrs 1 mo
Navy Federal Investment Services, LLCBroker
August 2016 - Present · 9 yrs 6 mos
Navy Federal Investment Services, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Navy Federal Asset Management, LLC
August 2016 - January 2017 · 5 mos
Lincoln Financial Advisors Corporation
August 2015 - August 2016 · 1 yr
Lincoln Financial Advisors CorporationBroker
May 2015 - August 2016 · 1 yr 3 mos
State Registrations9 states
AZFLGANCNDNHPASDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.