Lockton Investment Advisors, LLC
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About this Advisor
Franklin Salb is a financial advisor who works out of Kansas City, Missouri. Currently a registered advisor with Lockton Investment Advisors, LLC, Salb has 10 years of experience in the financial advisory industry. Salb maintains a Series 63 license, certifying them as a securities representative. Salb is able to serve clients based out of Missouri. Their career trajectory has included roles at American Century Investment Services Inc and Lockton Financial Advisors, LLC. Lockton Investment Advisors, LLC is headquartered in Kansas City, Missouri, and has 15 additional locations in the nation. Overall, Lockton Investment Advisors, LLC oversees $4 billion in assets dispersed across 192 accounts and employs more than 104 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 49 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 192 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Lockton Investment Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm's fees may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Lockton Investment Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Franklin Salb Work History
Franklin has 10 years of experience.
Lockton Financial Advisors, LLC
American Century Investment Services Inc
Franklin Salb has no disclosures.
Please visit their SEC profile for more details.