Franklin S. Whitehouse

MANCHESTER FINANCIAL

Westlake Village, CA 91361

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CRD#: 1585964

Professional summary

Franklin Scheneck Whitehouse, who also goes by Franklin Schenck Whitehouse III, Franklin Schenck Whitehouse, Franklin Scheneck Whitehouse III, Whit Whitehouse, is a registered financial advisor currently at MANCHESTER FINANCIAL INC located in Westlake Village, California.

Franklin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Franklin has worked at 13 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Franklin Schenck Whitehouse Iii | Franklin Schenck Whitehouse | Franklin Scheneck Whitehouse Iii | Whit Whitehouse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Scheneck Whitehouse's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2021 - Present

MANCHESTER FINANCIAL INC

Office #1: 2815 Townsgate Road Suite 100, Westlake Village, CA 91361

RIA

CRD#: 106071

Westlake Village, CA

Past

November 11, 2016 - September 13, 2019

ONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 114861

WESTLAKE VILLAGE, CA

Past

September 28, 2012 - July 2, 2013

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

November 14, 2011 - September 28, 2012

SPIRE SECURITIES, LLC

CRD#: 144131

WOODLAND HILLS, CA

Past

October 20, 2008 - July 11, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

June 9, 2004 - December 14, 2005

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

September 16, 2002 - June 2, 2004

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

April 20, 2000 - May 16, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 20, 1999 - March 28, 2000

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

August 21, 1997 - March 15, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

July 18, 1995 - August 12, 1997

NORTHSTAR DISTRIBUTORS, INC.

CRD#: 20863

STAMFORD, CT

Past

June 2, 1987 - July 9, 1987

PHILIPS, APPEL & WALDEN, INC.

CRD#: 659

Past

November 12, 1986 - May 29, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANCHESTER FINANCIAL INC

CRD#: 106071 / SEC#: 801-37370

RIA

Registered Investment Advisory firm - (9/14/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/26/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/7/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/3/2013

General Securities Principal Examination

Current Firm

MANCHESTER FINANCIAL INC

CRD#: 106071 / SEC#: 801-37370

RIA

Registered Investment Advisory firm - (9/14/1990 Approved)

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Contact information

Main Address

2815 Townsgate Road Suite 100, Westlake Village, CA 91361

Mailing Address

Phone number

(805) 495-4405

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,007
AUM (Assets Under Management)	$ 946,838,290

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Franklin S. Whitehouse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Scheneck Whitehouse's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

SPIRE SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

DWS DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

FIRST FUND DISTRIBUTORS, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

NORTHSTAR DISTRIBUTORS, INC.

PHILIPS, APPEL & WALDEN, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MANCHESTER FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2016

Series 66

Date: 2/26/2013

Series 63

Date: 9/13/1995

Series 7

Date: 7/17/1995

Series 6

Date: 11/7/1986

Series 24

Date: 1/3/2013

Current Firm

MANCHESTER FINANCIAL INC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANCHESTER FINANCIAL INC

TRUST BUT VERIFY

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