Privacy Notice

Privacy Notice

Franklin Wealth Management maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”).  Through this policy and its underlying procedures, Franklin Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.

It is the policy of Franklin Wealth Management to restrict access to all current and former clients’ information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services in furtherance of the client’s engagement of Franklin Wealth Management.  In that regard, Franklin Wealth Management may disclose the client’s information: (1) to individuals and/or entities not affiliated with Franklin Wealth Management, including, but not limited to the client’s  other professional advisors and/or certain  service providers that may be recommended or engaged by Franklin Wealth Management in furtherance  of  the client’s engagement of Franklin Wealth Management (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, record keeper, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.  The disclosure of information contained in any document completed by the client for processing and/or transmittal by Franklin Wealth Management to facilitate the commencement/continuation/termination of a business relationship between the client and/or between Franklin Wealth Management and a nonaffiliated third party service provider  (i.e., broker-dealer, investment adviser, account custodian, record keeper,  insurance company, etc.), including, but not limited to,  information contained in any document completed and/or executed by the client in furtherance  of  the client’s engagement of Franklin Wealth Management (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.

Franklin Wealth Management permits only authorized employees and affiliates who have signed a copy of Franklin Wealth Management’s Privacy Policy to have access to client information.  Employees violating Franklin Wealth Management’s Privacy Policy will be subject to Franklin Wealth Management’s disciplinary process.  Additionally, whenever Franklin Wealth Management hires other organizations to provide services to Franklin Wealth Management‘s clients, Franklin Wealth Management will require them to sign confidentiality agreements and/or the Privacy Policy.

Should you have any questions regarding the above, please contact Joe D. Franklin, Chief Compliance Officer.

Franklin Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

TO VIEW THE CRS FORM, PLEASE CLICK HERE.

Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

Franklin Wealth Management, LLC. © 2022 All rights reserved.