Lillian Scoggin
Advisor at Edward Jones
Updated today
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.
Location
Franklin, LA 70538
Credentials
Series 66
Industry experience
< 1 year
About
Lillian Scoggin is a financial advisor at Edward Jones in Franklin, LA, holding a Series 66 designation. She has been with Edward Jones since 2023 and has prior experience working in retail and boutique settings. Outside of finance, her background includes roles at several retail boutiques. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
800 First Street
Franklin, LA 70538
Most active in
Lillian S has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Edward Jones
2025 - Present (1 year)
Edward Jones
2023 - 2025 (2 years)
Actalent
2022 - 2023 (1 year)
Gourmet Girls
2021 - 2022 (1 year)
Love Boutique Baton Rouge
2020 - 2021 (1 year)
Anthropologie
2019 - 2020 (1 year)
Paisley Boutique
2016 - 2020 (4 years)
Student
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Victoria S
CFP®, Series 66
Franklin, LA
Edward Jones
Victoria Simoneaux is a financial advisor with Edward Jones in Franklin, LA, holding the CFP® and Series 66 designations. She has 14 years of industry experience, including 15 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.
Lyle S
Series 63, Series 66
Franklin, LA
Edward Jones
Lyle Simoneaux is a financial advisor with Edward Jones in Franklin, LA, holding Series 63 and Series 66 credentials and over 41 years of industry experience. He has been with Edward Jones since 1984. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options, supported by a large network of financial advisors and branch offices.
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