Adam
Franklin

U.S. Bancorp Investments, Inc

CRD#4372167
Investment Advisor
in Solana Beach, CA

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About this Advisor

Adam Franklin is a financial advisor operating out of Solana Beach, California, with 10 years of experience as a financial advisor. Franklin is on the advisory team at U.S. Bancorp Investments, Inc. Throughout their career, Franklin has worked at Alpha Global Investments, Echotrade, LLC, Jpmorgan Securities LLC, Monoceros Capital Managements LLC, Unionbanc Investment Services and U.S. Bancorp Investments, Inc. Franklin has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. U.S. Bancorp Investments, Inc is a registered investment firm headquartered in Solana Beach, California. The investment advisory business has offices in 2,117 locations and a total of 2,323 financial advisors. It handles $9 billion in total assets across its 36,480 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 23 charities and foundations. Of its 36,480 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. U.S. Bancorp Investments, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice usually are based on which services are provided. However, fee types billed by U.S. Bancorp Investments, Inc can be comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

931 Lomas Santa Fe Dr
Solana Beach, CA 92075

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$8,506,510,518

CA Average: $5,289,111,388
Total Number of Employees

2,323

CA Average: 157
Total Number of Accounts

36,480

CA Average: 8,262
Average Account Size

$233,183

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Adam Franklin Work History

Adam has 11 years of experience.

2019 - Present (1 year)

U.S. Bancorp Investments, Inc

2016 - 2019 (3 years)

Unionbanc Investment Services

2013 - 2016 (3 years)

Jpmorgan Securities LLC

2012 - 2012 (< 1 year)

Echotrade, LLC

2012 - 2013 (1 year)

Alpha Global Investments

2011 - 2012 (1 year)

Alpha Global Investments

2009 - 2010 (1 year)

Monoceros Capital Managements LLC

Disclosures

Adam Franklin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at U.S. Bancorp Investments, Inc

Jacob Cote
Appleton, WI
Barbara Kimball
Salt Lake City, UT
Abigayle Larkin
Chicago, IL
Alejandra Benavides Morin
Federal Way, WA
Patrick Gherity
Cottage Grove, MN
Sean Curtis
Medina, OH
True Yang
Saint Paul, MN
Jeffrey Philipsek
Saint Paul, MN

This content was compiled from the SEC and FINRA.

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