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Joe David Franklin

INNOVATIVE ADVISORY PARTNERS, LLC·HIXSON, Tennessee
Unclaimed Profile
4700 HIXSON PIKE, HIXSON, TN 37343-4806CRD# 2673133Firm CRD# 156135
01

About

Joe David Franklin is a registered financial advisor based in HIXSON, Tennessee, affiliated with INNOVATIVE ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INNOVATIVE ADVISORY PARTNERS, LLC
INNOVATIVE ADVISORY PARTNERS, LLC
AUM
$199M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INNOVATIVE ADVISORY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THIRD PARTY FEES
Regulatory
SEC/IARD CRD# 2673133
Firm CRD# 156135
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Other advisors in HIXSON
Martin Dyer Summitt — BELLWETHER INVESTMENT GROUP, LLCConnie Lee West — BELLWETHER INVESTMENT GROUP, LLCJohn Allen Lindsey — BELLWETHER INVESTMENT GROUP, LLCLance Robert Ray — BELLWETHER INVESTMENT GROUP, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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