Franklin
Payne

Lpl Financial LLC

CRD#2771127
Investment Advisor
in Pueblo, CO

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About this Advisor

Franklin Payne is a financial advisor based in Pueblo, Colorado, working with Lpl Financial LLC. Franklin has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, and Lpl Financial LLC. Franklin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Kansas, Louisiana, Michigan, Missouri, Nevada, Ohio, Texas, Utah, Virginia, and Wyoming. Currently, Franklin is part of Lpl Financial LLC, which operates out of Pueblo, Colorado. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 W City Center Dr; Suite 305
Pueblo, CO 81003

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CO Average: $646,059,043
Total Number of Employees

35,841

CO Average: 13
Total Number of Accounts

1,910,545

CO Average: 661
Average Account Size

$242,588

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Franklin Payne Work History

2021 - Present (3 years)

Lpl Financial LLC

1996 - Present (28 years)

Waddell & Reed, Inc

1996 - Present (28 years)

Various Insurance Carriers For W&R Insurance Agencies

Disclosures

Please visit the SEC profile of Franklin Payne 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian West
Scottsdale, AZ
Ryan Kidd
Peoria, AZ
Daniel Arnold
Fort Mill, SC
Michael Kelso
Tiffin, OH
Melissa Williams
Fort Mill, SC
Eric Montgomery
Fort Mill, SC
Denava Horn
Cedar Park, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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