A complete list of active advisors currently associated with Franklin Legacy Financial, LLC

Warmer can help you find a great advisor at Franklin Legacy Financial, LLC or one who fits your needs even better.

The firm provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. It is a state-registered, fee-based investment adviser that delivers advice through client consultations and does not act as a custodian of client assets. Investment strategies are tailored to each client’s goals, time horizon and documented risk tolerance, drawing on fundamental, technical and cyclical analysis to select investments. Management is non-discretionary—recommended trades are executed only after prior client approval—and accounts are reviewed periodically with custodial statements provided at least quarterly. A distinctive feature disclosed in the brochure is that the firm’s managing member also operates as a licensed insurance agent and devotes approximately half of his professional time to insurance activities, receiving customary commissions for those sales. The firm acknowledges the potential conflict of interest from that separate insurance practice and states clients are under no obligation to purchase insurance through the advisor and may obtain products from other agents.

To learn more about the advisors currently working at Franklin Legacy Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Franklin	Oviedo, FL	14

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