Happy Franklin, Cdfa Awma Crps Aams Bfa

Happy Franklin, Cdfa Awma Crps Aams Bfa Email and Phone Number

Wealth Planner at Navigation Financial Group @ Navigation Financial Group
dallas, texas, united states
Happy Franklin, Cdfa Awma Crps Aams Bfa's Location
Dallas, Texas, United States, United States
Happy Franklin, Cdfa Awma Crps Aams Bfa's Contact Details

Happy Franklin, Cdfa Awma Crps Aams Bfa work email

Happy Franklin, Cdfa Awma Crps Aams Bfa personal email

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About Happy Franklin, Cdfa Awma Crps Aams Bfa

As your advisor, I focus on cultivating long-term relationships builton trust. How? By working alongside you to gain a deepunderstanding of your financial goals, and by building a plan to helpyou pursue them. Whether you’re starting a family, taking over thefamily business, or living the retirement you’ve earned, I’m here foryou.For a complimentary consultation, connect with me or visit mywebsite today: http://www.happyfranklin.com/Securities offered through Securities America, Inc., member FINRA (www.finra.org) / SIPC (www.sipc.org) Advisory Services offered through Securities America Advisors, Inc. Navigation Financial Group and Securities America are separate entities.) Note that the hyperlinks must work or the full regulatory websites must be displayed for each in parentheses.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of all client experience.With the exception of the third-party comment disclosure (#3), the other disclosure requirements may be met by referring to an approved website where a hyperlink to the website is in close proximity:“The third-party comments displayed are not verified, may not be representative of all client experiences. Please see website for full disclosures.”

Happy Franklin, Cdfa Awma Crps Aams Bfa's Current Company Details
Navigation Financial Group

Navigation Financial Group

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Wealth Planner at Navigation Financial Group
dallas, texas, united states
Employees:
19
Happy Franklin, Cdfa Awma Crps Aams Bfa Work Experience Details
  • Navigation Financial Group
    Wealth Planner
    Navigation Financial Group Nov 2020 - Present
    Dallas, Texas, United States
  • Hilltop Securities Independent Network Inc.
    Financial Advisor
    Hilltop Securities Independent Network Inc. Jul 2009 - Oct 2020
    7001 Preston Road, Suite 300 Dallas Tx 75205
    Here at Hilltop, we've developed and refined a process that helps people put together the financial puzzle pieces with confidence and clarity.
  • A. G. Edwards/Wachovia/Wells Fargo
    Financial Advisor
    A. G. Edwards/Wachovia/Wells Fargo Jul 2001 - Jul 2009
    Customized and implemented financial plans. Provided investment solutions for individual clients and small business owners.
  • A. G. Edwards & Sons, Inc
    Financial Assistant
    A. G. Edwards & Sons, Inc May 1997 - Aug 1998
    Created and used various investment analysis tools to assist the financial advisors. Developed new and better ways to serve the financial advisors' clients. Coordinated mass mail-outs and other marketing efforts.
  • Texas Tech University School Of Law, Law Library
    Student Assistant
    Texas Tech University School Of Law, Law Library May 1996 - Jan 1997
    Created many promotional displays, assisted the associate director with special projects, provided customer service, filed, and performed various library-related general duties.
  • Texas Tech University, Housing And Dining
    Resident Assistant
    Texas Tech University, Housing And Dining Jan 1995 - May 1996

Happy Franklin, Cdfa Awma Crps Aams Bfa Skills

Investments Wealth Management Retirement Planning Small Business Securities Financial Modeling Long Term Care

Happy Franklin, Cdfa Awma Crps Aams Bfa Education Details

Frequently Asked Questions about Happy Franklin, Cdfa Awma Crps Aams Bfa

What company does Happy Franklin, Cdfa Awma Crps Aams Bfa work for?

Happy Franklin, Cdfa Awma Crps Aams Bfa works for Navigation Financial Group

What is Happy Franklin, Cdfa Awma Crps Aams Bfa's role at the current company?

Happy Franklin, Cdfa Awma Crps Aams Bfa's current role is Wealth Planner at Navigation Financial Group.

What is Happy Franklin, Cdfa Awma Crps Aams Bfa's email address?

Happy Franklin, Cdfa Awma Crps Aams Bfa's email address is hf****@****ial.com

What schools did Happy Franklin, Cdfa Awma Crps Aams Bfa attend?

Happy Franklin, Cdfa Awma Crps Aams Bfa attended Texas Tech University School Of Law, Texas Tech University - Rawls College Of Business.

What skills is Happy Franklin, Cdfa Awma Crps Aams Bfa known for?

Happy Franklin, Cdfa Awma Crps Aams Bfa has skills like Investments, Wealth Management, Retirement Planning, Small Business, Securities, Financial Modeling, Long Term Care.

Who are Happy Franklin, Cdfa Awma Crps Aams Bfa's colleagues?

Happy Franklin, Cdfa Awma Crps Aams Bfa's colleagues are Paul Klement, Jacob D. Mokry, Financial Advisor, Alicia Dennis Thompson, Julie Galbraith, Jon Gekiere, Rob Johnson, Scott Dickerson.

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