Louis Lofranco, financial advisor Wellington FL
76 score

Louis Lofranco

CRD Number: 6390245
Current Firm: Edward Jones

Louis Lofranco (CRD# 6390245) is an Investment Advisor Representative working at Edward Jones in Wellington, FL and has 1 year of experience in the finance industry.

Similar Advisors
Joshua Davis, financial advisor Wellington FL
Joshua S. Davis
CRD# 5548317
Castle Wealth Management
Score
103
Similar Advisors
Pericles Gregoriou, financial advisor Wellington FL
Pericles P. Gregoriou
CRD# 2416527
United Capital Financial Advisers
Score
103
Similar Advisors
Paul Miller, financial advisor Wellington FL
Paul B. Miller
CRD# 1759970
Indian River Financial Group, Inc.
Score
103
Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2014 - Current 2
Unemployed Greenacres, FL Jun 2014 - Sep 2014 < 1
Nexetera Energy Resources Juno Beach, FL Oct 2008 - Jun 2014 5
Gamesa Wind Us Fairless Hills, PA Aug 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Louis M. Lofranco
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
76

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.