Colten Michael Franco

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 06/2019
  Axa Advisors, Llc
  New York, NY
• 08/2016 → 05/2019
  Texas Christian University
  Fort Worth, TX
• 08/2017 → 06/2018
  Texas Christian University
  Fort Worth, TX
• 04/2015 → 08/2017
  Good Choice Sushi
  Laguna Niguel, CA
• 11/2019 → 08/2020
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 06/2019 → 11/2019
  Unemployed
  Fort Worth, TX
• 03/2025 → 03/2025
  Fidelity Investments
  Boston, MA
• 04/2025 → 06/2026
  Wells Fargo Clearing Services, Llc
  Laguna Beach, CA
• 08/2020 → 11/2021
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 11/2021 → 04/2023
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 04/2023 → 08/2024
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 08/2024 → 04/2025
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 06/2026 → Present
  &Partners
  Nashville , TN

Previous Registrations

• 2025-04-15 → 2026-06-24
  Wells Fargo Clearing Services, Llc
  Laguna Beach, CA
• 2025-03-31 → 2025-05-01
  Strategic Advisers Llc
  Boston, MA
• 2020-09-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-09-04
• S63 Uniform Securities Agent State Law Examination
  2019-12-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Colten Franco
• Colten Michael Franco