Advisor at Franklin Street Capital 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
Franklin Street Capital LLC
Location
Huntsville, AL
Credentials
Series 63, Series 66
Industry experience
27 years
Kimberly Coplan is a financial advisor at Franklin Street Capital LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved as a consultant in cosmetics sales with Mary Kay. Franklin Street Capital LLC provides discretionary investment management and advisory services to individual clients and retirement plans, managing approximately $50.95 million across about 15 client relationships. The firm emphasizes customized model portfolios with a focus on individual-stock strategies and combines fundamental analysis with a primarily long-term investment approach.
Based on Franklin Street Capital LLC
Based on Franklin Street Capital LLC
Up to 1.25% annually
Fee-only: Investment advisory fees up to 1.25% annually, fees may be negotiable
Huntsville, AL
Alabama · Louisiana
Franklin Street Capital LLC
2023 - Present (3 years)
Wells Fargo Clearing
2016 - 2023 (7 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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.
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