BF
CFP
BF
CFP

Benjamin David Franklin

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

1606 Willow View Road, Ste 2-F, Urbana, IL, 61802

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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 ActivitiesSells Insurance

Benjamin is an insurance agent and owner involved in insurance sales, dedicating a few hours per week. He also serves as treasurer for a non-profit and owns Franklin Wealth Advisors, Inc. where he works full-time in tax preparation and oversight.

Employment History
Current Registrations
Cfd Investments, INC.Broker
February 2018 - Present · 8 yrs
Creative Financial Designs, INC.
February 2018 - Present · 8 yrs
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - February 2018 · 9 yrs 9 mos
First Allied Advisory Services, INC.
January 2007 - February 2018 · 11 yrs 1 mo
Ffp Advisory Services INC
May 1998 - January 2007 · 8 yrs 8 mos
Ffp Securities, INC.Broker
January 1988 - May 2008 · 20 yrs 4 mos
Financial Planners Equity CorporationBroker
March 1983 - December 1987 · 4 yrs 9 mos
State Registrations14 states
ALAZCAFLGAILINKYMIOKORSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin David Franklin - Financial Advisor | TrueAdvisor