Franklin, TN Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

Franklin TN

Advisors at this office

2

Advisors at this office

user avatar

Samuel L

Series 63

Franklin, TN

Cetera

Samuel Lechleiter is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corp, and LPL Financial. In addition to his advisory work, he serves as co-executor of his mother’s estate and acts as her power of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

William Y

Series 63, Series 66

Franklin, TN

Cetera

William Yawn is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related affiliates since 2019, following prior roles at Summit Financial Group Inc. He is also licensed to sell life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and consulting services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")