William Dunkley Franklin
Investment adviser representative at Global Retirement Partners LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Hub International Investment Services, Inc.Aug 2025 to now
- Global Retirement Partners, LLCAug 2023 to now
- LPL Financial LLCAug 2023 to now
- MML Investors Services, Inc.Oct 1995 to Aug 2023
- Massachusetts Mutual Life Ins. CoSep 1995 to Aug 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2674988
- Firm CRD
- 172011