Joe D. Franklin
Fondatore presso Franklin Wealth Management LLC
Provenienza dei contatti di primo grado di Joe D. Franklin
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Franklin Wealth Management LLC
 Franklin Wealth Management LLC Investment ManagersFinance Franklin Wealth Management LLC provides investment advisory services. Its services include Portfolio Management, Estate Planning, Risk Management, Tax Planning and Retirement Planning. The firm guides its clients to invest with purpose, creating blueprints and empowering them. The company is headquartered in Hixson, TN.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joe D. Franklin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Founder Portfolio Manager-Equities | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Graduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Chief Executive Officer President | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
TrustCore LLC
 TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Founder Corporate Officer/Principal | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Graduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree | |
| University of Florida | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Winthrop University | College/University | Undergraduate Degree Undergraduate Degree | |
American Heart Association, Inc.
 American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST WESTERN FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
Redwood Mortgage Corp.
 Redwood Mortgage Corp. Finance/Rental/LeasingFinance Redwood Mortgage Corp. engages in the provision of mortgage services. It offers mortgage services to first time buyer, second mortgages, as well as private mortgage services. The company was founded in 1988 and is headquartered in Mississauga, Canada. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The San Francisco Estate Planning Council | Corporate Officer/Principal | ||
| Western Pension & Benefits Conference | Corporate Officer/Principal | ||
| Malaysian Institute of Corporate Governance | Director/Board Member | ||
Federation of Malaysian Manufacturers
 Federation of Malaysian Manufacturers Miscellaneous Commercial ServicesCommercial Services Federation of Malaysian Manufacturers is the voice of the Malaysian manufacturing industry. The private company is based in Kuala Lumpur, Malaysia, and has subsidiaries in Malaysia. The company serves as a key focal point for those seeking links with Malaysian manufacturers for investment, trade, and services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Malaysian Alliance of Corporate Directors
 Malaysian Alliance of Corporate Directors Miscellaneous Commercial ServicesCommercial Services Malaysian Alliance of Corporate Directors represents and supports the development of corporate directors and professionals, and business leaders. It provides membership entity for directors and leaders; promotes sound corporate governance and influence the conduct of business and public affairs; and provides education, information, and networking opportunities to its members. The company was founded in 2009 and is headquartered in Kuala Lumpur, Malaysia. | Miscellaneous Commercial Services | President | |
Castle Financial Advisors LLC
 Castle Financial Advisors LLC Investment ManagersFinance Castle Financial Advisors LLC provides financial planning and advisory services. It specilaizes in individual and families, business owners, corporate owned life insurance, investment advisory, and wealth management and protection. The company was founded by John D. Caffrey Jr. in 2001 and is headquartered in Hauppauge, NY. | Investment Managers | Founder | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Acca Malaysia Sdn. Bhd. | President | ||
| Chartered Secretaries & Administrators of Great Britain | Corporate Officer/Principal | ||
Castle Asset Management LLC (New York)
 Castle Asset Management LLC (New York) Investment ManagersFinance Castle Asset Management LLC provides investment advice. It is an independent registered investment advisory firm whose focus is to transform the way clients view asset management. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
SplashesOfHope
 SplashesOfHope Miscellaneous Commercial ServicesCommercial Services SplashesOfHope is a non-profit company based in Huntington, NY that has recently received the 2022 Suffolk County Cultural Omnibus Grant. The company extends their sincere thanks to Suffolk County Legislature Stephanie Bontempi for this grant. | Miscellaneous Commercial Services | Treasurer | |
Empire National Bank
 Empire National Bank Major BanksFinance Part of Flushing Financial Corp., Empire National Bank is a nationally chartered commercial bank. The company is based in Islandia, NY. | Major Banks | Director/Board Member | |
| Sheraton Imperial Kuala Lumpur | Human Resources Officer | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Financial Planning Association of Malaysia | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 41 |
| Malesia | 7 |
| Canada | 2 |
| Regno Unito | 2 |
Settori
| Finance | 15 |
| Consumer Services | 13 |
| Commercial Services | 11 |
Posizioni
| Corporate Officer/Principal | 288 |
| Director/Board Member | 165 |
| Undergraduate Degree | 68 |
| President | 59 |
| Chairman | 45 |
Contatti più connessi
| Insiders | |
|---|---|
| Hamad Kama Piah bin Che Othman | 39 |
| Wan Siew Chan | 34 |
| Randall Greene | 29 |
| Brian S. Hamburger | 22 |
| Robert Parks | 21 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Timothy W. Crawford | 14 |
| Terri Kallsen | 14 |
| Dirk Jungé | 13 |
| Beth Patterson | 12 |
| Andrew T. Gilinsky | 12 |
| Mary Kathleen Sulick | 12 |
| Roger C. Ochs | 12 |
| Don Linzer | 12 |
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