THE FRANKLIN MANAGEMENT GROUP
of Wells Fargo Advisors

How Do I Open An Account?

We've made it easy to take advantage of our investment experience, results and commitment to personal attention. Just call Julie Valenzuela, Senior Registered Client Associate, at 760-862-6223 and she will assist you in completing the new account forms. In addition, she will set up a time for you to meet or have a conference call with us to assure that your portfolio is designed with your investment objectives and financial goals in mind.

We believe that personal service is a key element in successful money management. We are available on a regular basis to review your investment account to see if your investment goals are being met and answer any questions that you might have.

If you are looking for comprehensive money management, look to The Franklin Management Group.

The Philosophy of Value Investing
Why Use a Professional Money Manager?
Our Background
Summary of Services
How Do I Open An Account?
Our Associates

74245 Highway 111, Suite 203
Palm Desert, CA  92260

760-340-3200
800-345-2347

The PIM® program is not designed for excessively traded or inactive accounts, and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AK, AZ, CA, CO, FL, IN, MA, NM, NY, UT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.