Craig Franklin

Role
Executive Director and Wealth Advisor at Morgan Stanley
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Craig Franklin

Craig R Franklin, CIMA®, CPWA®, CAIA® Executive Director Family Wealth…

Experience

  1. Executive Director and Wealth Advisor

    Morgan Stanley

    Jul 1994 — Present

    CA Insurance License #0B78645\\\\nNMLS #12•••68\\\\nSeries 7,8,31,63,65 Licensed\\\\n\\\\n©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.\\\\n\\\\nAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.\\\\n\\\\nFor important information about any designation(s) listed please see: The designation and/or awards are not indicative of the Financial Advisor\'s past or future performance.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

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Craig Franklin — Executive Director and Wealth Advisor at Morgan Stanley in San Francisco, CA, US | Unifers