About Happy Franklin

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

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.

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.

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.