Paul H. Franson
Professional summary
Paul Herbert Franson is a registered financial advisor currently at LEDGERPLUS FINANCIAL SERVICES LLC located in Davie, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Herbert Franson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2018 - Present
LEDGERPLUS FINANCIAL SERVICES LLC
May 26, 2008 - July 13, 2015
LPL FINANCIAL LLC
July 27, 2001 - September 5, 2001
IAC SECURITIES, INC.
October 25, 1999 - July 23, 2001
IAC SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2018)
Exams
Current Firm
LEDGERPLUS FINANCIAL SERVICES LLC
CRD#: 291907 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 4,800,000 |
Red Flags
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