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Paladin Research Report For:

Michael Franklin

Franklin Legacy Financial

485 Silver Springs Drive
Oviedo, FL 32765
407-971-2002

About Michael Franklin

See Disclosures

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886622/paladinregistry-Franklin-Legacy-Financial-detailed-disclosure.html