Lefranc Joseph
Lefranc Joseph is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Huntsville, AL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
4725 Whitesburg Dr Se, Huntsville, AL, 35802
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Regulatory History (1)
Customer Dispute
November 2021Other Business Activities
Lefranc owns rental property since 2022, generating rental income. This activity requires minimal time and is related to investment real estate.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Spirit of America Management CORP
David Lerner Associates, INC.Broker
Nylife Securities LLCBroker
State Registrations17 states
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.