Rick Felix

Rick Felix is a vice president and ETF Specialist with Franklin Templeton in the Mountain West. In this role, he partners with the broader US Sales team to educate clients on Franklin Templeton's LibertyShares product line. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction.

He began his career in the financial services industry in 2001 and joined Franklin Templeton Investments in 2011. As an advisor to the advisor, Rick is a resource for Franklin Templeton's exchange-traded funds LibertyShares.

Rick is a FINRA registered representative and holds series 7 and 63 credentials, is a CERTIFIED FINANCIAL PLANNER (CFP) designee and holds the Certified Investment Management Analyst (CIMA) certification, administered by the Investments and Wealth Institute and taught in conjunction with Yale School of Management. He received a Bachelor of Arts in Spanish and Linguistics from University of California at Santa Barbara.