Eric Scott Franklin
Investment adviser representative at Allen Wealth Management, LLC
8 yearsExperience
1 stateRegistered in
$664.3MFirm assets
21 yearsFirm in business
Are you Eric Scott Franklin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Allen Wealth Management, LLCSep 2014 to now
- Raymond James Financial Services, Inc.Aug 2014 to now
- Empire DistributorsSep 2018 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Allen Wealth Management, LLC
$664.3MAssets managed
1,108Clients
4Advisers
21 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
- 4330425
- Firm CRD
- 133038