Robert
Franklin
Equity Services, Inc
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About this Advisor
Robert Franklin is a financial advisor based in Montpelier, Vermont, working with Equity Services, Inc. Robert has previously held positions at Kestra Advisory Services, LLC, Essential Edge Compliance Consulting, Equity Services Inc, Nfp Securities, Inc, Lion Street Financial, Lion Street Advisors, Nfp Advisor Services, LLC, and Kestra Investment Services, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Vermont. Currently, Robert is part of Equity Services, Inc, which operates out of Montpelier, Vermont. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Franklin Work History
Equity Services Inc
Essential Edge Compliance Consulting
Kestra Advisory Services, LLC
Lion Street Financial
Lion Street Adivosrs
Nfp Advisor Services, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Robert Franklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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