AdvisorOS Directory
Claim Profile
Unclaimed Profile
JF

Joe David Franklin

INNOVATIVE ADVISORY PARTNERS, LLC·HIXSON, Tennessee
SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record22 years registeredINNOVATIVE ADVISORY PARTNERS, LLC
4700 HIXSON PIKE, HIXSON, TN 37343-4806CRD# 2673133Firm CRD# 156135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joe David Franklin · HIXSON, TN
Registration
CRD #2673133 · INNOVATIVE ADVISORY PARTNERS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

INNOVATIVE ADVISORY PARTNERS, LLC
Feb 2017 – present
INNOVATIVE ADVISORY PARTNERS, LLC
Feb 2011 – Dec 2016
HIXSON, TN
LPL FINANCIAL LLC
May 2010 – Jan 2012
HIXSON, TN
RAYMOND JAMES & ASSOCIATES, INC.
Mar 2004 – May 2010
HIXSON, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · March 11, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135 · SEC 801-78600
AUM
$199M
Regulatory assets under management
Employees
8
1,033 client accounts
Services offered by INNOVATIVE ADVISORY PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at INNOVATIVE ADVISORY PARTNERS, LLC →
Introduction

Speak with Joe

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joe is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HIXSON?

Browse all registered financial advisors in HIXSON, Tennessee or claim this profile if it's yours.

Browse HIXSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joe David Franklin offer?
Joe David Franklin specializes in Financial Planning, Investment Management. Contact their office in HIXSON, Tennessee for a consultation.
What are Joe David Franklin's credentials?
Joe David Franklin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joe David Franklin located?
Joe David Franklin is based in HIXSON, Tennessee, working with INNOVATIVE ADVISORY PARTNERS, LLC. Their office serves clients in the HIXSON metropolitan area and surrounding communities.
How does Joe David Franklin charge for services?
Joe David Franklin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATIVE ADVISORY PARTNERS, LLC?
INNOVATIVE ADVISORY PARTNERS, LLC has approximately 8 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HIXSON, Tennessee

Lance Robert Ray
BELLWETHER INVESTMENT GROUP, LLC·HIXSON, TN
CFP
Martin Dyer Summitt
BELLWETHER INVESTMENT GROUP, LLC·HIXSON, TN
John Allen Lindsey
BELLWETHER INVESTMENT GROUP, LLC·HIXSON, TN
Connie Lee West
BELLWETHER INVESTMENT GROUP, LLC·HIXSON, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile