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VERIFIEDMichael Franklin
Franklin Legacy Financial
485 Silver Springs Drive
Oviedo, FL 32765
407-971-2002
About Franklin Legacy Financial
No matter your situation, I believe one should first lay a financial foundation which includes establishing a cash reserve in the event of an emergency and have adequate protection in the event of a critical illness, injury, or premature death. Once your adequately covered in those areas we can begin to look at investments with the goal of keeping pace or outpacing inflation based on your tolerance for risk. Also, I believe it is imperative to have an income strategy in place to replace your income when you are no longer working or collecting a paycheck. Having a financial plan can help make a difference.
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General Information
Firm Start Year
1922
CRD#
4042552
Firm CRD#
170941
Insurance License#
D046215
Name of Broker/Dealer
Shareholders Service Group, Inc.
Name of Custodial Firm
Pershing, LLC
Years of Experience in Financial Services
14
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Services
Can meet clients in the following ways
Email, Video Conference, Your Home, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66
Insurance and Annuity Licenses
HMO, Life, Health, Annuity, Accident, Long Term Care, Disability
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelors -
University of Central Florida
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886622/retirementplanning-Franklin-Legacy-Financial-detailed-disclosure.html