About Happy Franklin
About Happy Franklin
BIOGRAPHY
Financial Advisor since July 2001
Designations:
- Certified Divorce Financial Analyst
- Accredited Asset Management Specialist
- Certified Divorce Financial Analyst
- Chartered Retirement Plans Specialist
- Accredited Wealth Management Advisor
- Behavioral Financial Advisor
Licenses:
- Series 7 and 66
Education:
- B.B.A. and J.D. from Texas Tech University
Memberships:
- Rotary Club of Park Cities, Junior League of Dallas, Highland Park United Methodist Church
SOLUTIONS
Objectivity is central to my approach. Securities America is a full service investment firm. I have access to a wide range of investment programs and services. Because there is never pressure to recommend any particular investment, we can explore a broad array of investment vehicles and identify those that may best fit your situation. I help my clients with their financial planning, investment planning, and risk management.
SERVICE
My commitment to personalized service is rare in this digital age. My clients deserve a one-on-one service experience that is perfectly balanced with a progressive approach to managing a portfolio.
PHILOSOPHY
Clients thrive in an environment where their ideas and questions are heard. This promotes a client/adviser relationship that can stand the tests of time. By setting standards of open communication and trust, clients gain respect and appreciation for the process of planning for the future.