Advisor at Raymond James & Associates
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.
Fixed (flat) dollar fees for planning and/or investment consulting services
Commissions may be charged in implementation of plans through brokerage accounts; firm is dually registered as broker-dealer and investment adviser
Hourly fees generally up to $400 per hour for planning and/or investment consulting services
Fee-only: Hourly rates up to $400 per hour; fixed (flat) fees also offered; percentage fees for investment consulting up to 2.25% of assets under advisement
Raymond James & Associates
2025 - Present (1 year)
Raymond James & Associates
2025 - 2025 (1 year)
University Fitness Center
2025 - 2025 (1 year)
UNIVERSITY OF ALABAMA
2022 - Present (4 years)
Bob Jones High School
2018 - 2022 (4 years)
full-time Education
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, ChFC®, Series 66
Madison, AL
Edward Jones
CFP®, Series 63, Series 66
Huntsville, AL
Edward Jones
Series 66
Huntsville, AL
Edward Jones
Series 66
Huntsville, AL
Edward Jones
Series 63, Series 65, Series 66
Huntsville, AL
Merrill
Lefranc Joseph is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and implement portfolio strategies designed to help them achieve those objectives. Lefranc offers ongoing advice and adapts client plans as their situations evolve, focusing on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, retirement income, and sports & entertainment. He holds a Bachelor's Degree from Fairleigh Dickinson University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lefranc is fluent in both French and English and is affiliated with Merrill Lynch Wealth Management. Beyond his professional work, he is involved in his local church and has personal interests in basketball, music, running, and soccer.
Series 66
Madison, AL
Edward Jones
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