Franklin
Davis
Sendero Wealth Management, LLC
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About this Advisor
Franklin Davis is a certified financial planner operating in San Antonio, Texas who has 3 years of relevant experience. Davis is an employee of Sendero Wealth Management, LLC. Throughout their career, they have worked at Fidelity Brokerage Services, LLC, Reformed University Fellowship, Sendero Securities, LLC and Sendero Wealth Management, LLC. Davis has a Series 63 license, designating them as a securities representative, and is able to advise clients in Texas. Sendero Wealth Management, LLC is a financial advisory firm that has its headquarters in San Antonio, TX. It has a total of 32 people on staff. It manages $4 billion in assets between its 1,517 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 24 charitable organizations. Of its 1,517 accounts, 56% belong to high-net-worth investors who have at least $1 million in assets available to invest. Sendero Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on the type of services offered. However, fee types billed by Sendero Wealth Management, LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sendero Wealth Management, LLC Brokerage Details
$3,926,223,849
32
1,517
$2,588,150
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
- Educational seminars/workshops
Franklin Davis Work History
Franklin has been registered as a financial advisor for 3 years.*
Sendero Securities, LLC
Sendero Wealth Management, LLC
Fidelity Brokerage Services, LLC
Reformed University Fellowship
*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 Davis 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 Sendero Wealth Management, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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.
