James M. S. Franklin, AIF, CFS
Senior Vice President
HUB Retirement and Wealth Management
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Background
Jim is Senior Vice President of HUB Retirement and Wealth Management. He is a former founding partner of Franklin Financial Group, LLC. His practice is focused on investment and financial planning as well as corporate retirement plans. He is a Registered Representative with LPL Financial and a Registered Investment Advisor Representative with Global Retirement Partners (GRP). He has the FINRA Series 7, 24, 63, and 65 licenses* as well as individual life and health insurance licenses. He has the Certified Fund Specialist (CFS®) and Accredited Investment Fiduciary (AIF®) designations.
In 1984, Jim graduated from the University of Miami with a Bachelor of Arts. Jim worked at T. Rowe Price in Baltimore until 1990 in a variety of roles. He then joined Franklin/Morris as their investment specialist prior to forming Franklin Financial Group in 2001. He was a leading investment producer for 20+ years and in the top 50 for MML Investors before coming to LPL.
Jim has been on the Golf Digest course rating panel since 2002. He rates golf courses for their Top 100 and Best in State lists.
Jim and Emma Franklin have been married since 1998 and have three children (Lexi, Mackenzie and Garrett).
Advisor Location
11019 McCormick Road, Suite 110 Hunt Valley, Maryland 21031
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Institutional Investment Advisory
- Institutional Cash Management
- Business Planning Services
- Exit Planning
- Life, Disability and Long-Term Care Insurance