Franck P. Cushner
ENSEMBLE FINANCIAL
Dallas, TX
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CRD#: 2676976
Professional summary
Franck Paul Cushner JR, CFP®, who also goes by Franck Paul Cushner, is a registered financial advisor currently at ENSEMBLE FINANCIAL, INC. located in Dallas, Texas and TITLEIST ASSET MANAGEMENT, LLC located in Dallas, Texas.
Franck is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Franck has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Franck Paul Cushner
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.
(1) Independent Insurance Agent - Investment Related. 460 Park Avenue Suite 2100, New York, NY 10005. Spend approximately 1 hour per month, 1 hour per month during securities trading hours. (2) Yacht Captain - Non-Investment Related. I receive compensation to captain various boats passenger boats from time to time. 71 Audrey Frapp Dr., Jersey City, NJ 07305. Spend approximately 2 hours per month, 0 hours per month during securities trading hours. (3) Ensemble Financial, Inc. - Investment Related. Offer Advisory Services through Titleist Asset Management, Ltd. 460 Park Avenue Suite 2100, New York, NY 10005. Spend approximately 16 hours per month, 16 hours per month during securities trading hours. (4) DBK Health, Inc., President/Owner - Non-Investment Related. Provide medical business practice consulting to medical professionals. North Maple Avenue, Ridgewood, NJ 07450. Spend approximately 10 hours per month, 0 during securities trading hours. (5) Titleist Asset Management; investment related: Yes; Dallas TX; Description of the business: Investment Advisor Rep and Registered Rep of Titleist Capital a Dually registered RIA and B/D; Position Title: Director; Responsibilities Duties: money management, financial planning, insurance sales. ; Start date with business: 2018-01-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 99.
CRS (Client Relationship Summary) - RIA
Click below to view Franck Paul Cushner JR's 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®
CFP®
Start date: 2005
Experience
Current
January 6, 2011 - Present
ENSEMBLE FINANCIAL, INC.
RIA
CRD#: 154738
Dallas, TX
Current
May 16, 2023 - Present
TITLEIST ASSET MANAGEMENT, LLC
Office #1: 5301 Alpha Rd #80-219, Dallas, TX 75240RIA
CRD#: 323567
Dallas, TX
Current
June 26, 2018 - Present
TITLEIST CAPITAL, LLC
Office #1: 777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258Office #2: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258BD
CRD#: 126136
SAN ANTONIO, TX
Past
April 11, 2018 - August 8, 2023
TITLEIST CAPITAL, LLC
RIA
CRD#: 126136
New York, NY
Past
June 27, 2011 - September 7, 2011
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
NEW YORK, NY
Past
June 23, 2011 - September 7, 2011
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
NEW YORK, NY
Past
September 1, 2010 - June 23, 2011
ENSEMBLE FINANCIAL SERVICES, INC.
RIA
CRD#: 17443
NEW YORK, NY
Past
September 1, 2010 - June 23, 2011
ENSEMBLE FINANCIAL SERVICES, INC.
BD
CRD#: 17443
NEW YORK, NY
Past
December 7, 2006 - September 2, 2010
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
NEW YORK, NY
Past
April 28, 2004 - September 2, 2010
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
NEW YORK, NY
Past
March 6, 2003 - March 23, 2004
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
NEW YORK, NY
Past
March 6, 2003 - March 23, 2004
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
August 10, 2001 - February 20, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROCKLAND, MA
Past
August 10, 2001 - February 20, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 13, 2000 - June 12, 2000
AMERI-FIRST SECURITIES CORPORATION
BD
CRD#: 45289
DALLAS, TX
Past
November 10, 1995 - March 13, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New York(8/18/2021)
RR
New York(12/16/2021)
IAR
Texas(1/6/2011)
RR
Texas(2/4/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
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Contact information
Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
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.
