FRANKLIN DISTRIBUTORS, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
797
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
109064
Registered since
July 16, 2001

Firm profile

FINTRX

Overview

Franklin Distributors, LLC is organized as a limited liability company and has been SEC-registered since 2001. Publicly reported attributes indicate mixed ownership involving a domestic entity and an individual. The firm's regulatory profile is listed as "Unclassified." It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser based on the available information. Disclosure about the firm's business lines, advisory activities and external affiliations was not provided in the source material; the snapshot contains only the limited registration and classification details above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Julia Davis

    Vice President, Research CoordinatorCRD 4315752

  • ANGELA CAGGIANO

    DCIOCRD 6971004

  • FRED JENSEN

    Chief Compliance OfficerCRD 3203649

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Contacts

3 of 787
  • PIA MCLAINE

    Director - Global ComplianceCRD 2850503

  • Luke Vernaci

    AnalystCRD 7520713

  • Darin Porter

    Senior Accounting ManagerCRD 5450609

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1 Franklin Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth