Franklin
Fernandez

Western International Securities, Inc

CRD#2210507
Investment Advisor
in Northridge, CA

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About this Advisor

Franklin Fernandez is a financial advisor based out of Northridge, California with a total of 6 years of relevant experience. Fernandez is currently employed by Western International Securities, Inc. The advisor has gained experience at Financial West Group, Western International Securities, Inc, Atlas Wealth Management, Inc and World Financial Group, Inc. Fernandez holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Kansas and Texas. Western International Securities, Inc is a firm based in Pasadena, CA. It has offices in 119 locations and a total of 424 advisors. It has $4 billion in assets under management between its 12,253 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 28 charitable organizations. Of its 12,253 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services offered. However, fees billed by Western International Securities, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9301 Corbin Ave. Ste. 1800
Northridge, CA 91324

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,479,601,807

CA Average: $7,578,581,321
Total Number of Employees

424

CA Average: 43
Total Number of Accounts

12,253

CA Average: 3,727
Average Account Size

$283,980

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Franklin Fernandez Work History

Franklin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Western International Securities, Inc

2014 - Present (10 years)

Atlas Wealth Management, Inc

2015 - 2021 (6 years)

World Financial Group, Inc

2009 - 2017 (8 years)

Financial West Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Franklin Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Norma Cunanan
Pasadena, CA
Given Kutz
Northridge, CA
Sandi Chui
Pasadena, CA
Brian Schwartz
Woodland Hills, CA
Noriko Ikeda
Crystal Bay, NV
Ivan Parry
Pasadena, CA
Allen Solis
Westlake Village, CA
George Sinanis
Westlake Village, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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