Heather
Franklin

Sequent Planning, LLC

CRD#7497639
Investment Advisor
in Oxford, FL

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About this Advisor

Heather Franklin is a financial advisor based in Oxford, Florida, working with Sequent Planning, LLC. Heather has previously held positions at Sequent Planning, LLC, American Retirement Specialist, LLC, Heather Franklin, Ratner/ Hair Cuttery, and Claims Pages. Heather has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Heather is part of Sequent Planning, LLC, which operates out of Oxford, Florida. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1300 Citizens Blvd Ste 325
Oxford, FL 34484

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Sequent Planning, LLC Brokerage Details

Total Assets Under Management

$373,438,734

FL Average: $1,978,216,465
Total Number of Employees

80

FL Average: 226
Total Number of Accounts

4,279

FL Average: 7,467
Average Account Size

$87,272

FL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Heather Franklin Work History

2022 - Present (3 years)

Sequent Planning, LLC

2021 - Present (4 years)

American Retirement Specialist, LLC

2019 - Present (6 years)

Heather Franklin

2014 - 2019 (5 years)

Ratner/ Hair Cuttery

2013 - 2014 (1 year)

Claims Pages

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Heather Franklin 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 Sequent Planning, LLC

Michael Morrow
Saratoga Springs, NY
Jerry Moore
Omaha, NE
Randy Tennant
Omaha, NE
Daniel Malcolm
Lansing, MI
Kenneth Winder
Idaho Falls, ID
Michael Buckner
Omaha, NE
Stephanie Pogue
Chesterfield, MO

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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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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