Advisor at OpenArc Corporate Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OpenArc Corporate Advisory, LLC
Location
Atlanta, GA 30326
Credentials
Series 66
Industry experience
2 years
Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at Voya Investment Management and several other firms. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management, financial planning, and consulting to individual investors. The firm serves ERISA and non-ERISA retirement plans and manages portfolios across public and private securities, combining in-house asset allocation with a broad range of strategies and third-party manager oversight.
Based on OpenArc Corporate Advisory, LLC
Based on OpenArc Corporate Advisory, LLC
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Up to 1.75% annually (maximum, negotiable)
Up to $350 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services
3550 Peachtree Road Ne, Floor 7
Atlanta, GA 30326
Georgia
OpenArc Corporate Advisory, LLC
2026 - Present (1 year)
Voya Investment Management
2023 - 2026 (3 years)
Onward Reserve
2022 - 2022 (1 year)
Cannon Financial Strategists
2021 - 2022 (1 year)
University of Georgia
2019 - 2022 (3 years)
Abraham Baldwin Agricultural College
2018 - 2019 (1 year)
Turners Fine Furniture
2017 - 2018 (1 year)
Deerfield Windsor School
2012 - 2018 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
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Series 63, Series 66
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Smarr Financial Services Inc.
Series 65
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Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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