MF
MF
Michael Francisco
17 Years of Experience
Mount Laurel, NJ
2 DisclosuresBroker
Michael Francisco is a registered investment advisor at Raymond James & Associates, INC., based in Mount Laurel, NJ, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
3000 Atrium Way, Suite 420, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2025Denied
Customer Dispute
July 2010Settled
Other Business Activities
Michael is the founder and leader of Patriot Fund, a non-profit organization, since 2018. He serves as a board member and secretary, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2009 - January 2017 · 7 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2017 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.
February 2008 - March 2008 · 1 mo
Citigroup Global Markets INC.Broker
December 2007 - March 2008 · 3 mos
State Registrations33 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.