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.
Credentials
Series 63, Series 66
Experience Industry experience
42 years
Location
Franklin, LA 70538
Edward Jones
Institution
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.
Based on Edward Jones
Based on Edward Jones
$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.
Franklin, LA
800 First Street
Franklin LA 70538-0000
Advisors at this office
3
Louisiana · Texas
42 years of industry experience
Edward D. Jones & CO., L.P.
1984 - Present • 42 years
Franklin, LA
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Morgan City, LA
Ameritas Advisory Services, LLC
Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and is president of C&W Financial Services, Inc., where he has been active since 1988. He is also involved with INSGroup, focusing on insurance and employee benefits. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.
Series 66
Franklin, LA
Edward Jones
Lillian Scoggin is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to joining Edward Jones, including positions at Actalent, Gourmet Girls, Love Boutique Baton Rouge, Anthropologie, and Paisley Boutique. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
CFP®, Series 66
Franklin, LA
Edward Jones
Victoria Simoneaux is a CFP® professional with 15 years of industry experience, all with Edward Jones since 2011. She holds a Series 66 license and is based in Franklin, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.
Series 66
Baldwin, LA
Edward Jones
Charles Uze is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Onesubsea, an SLB company, for 12 years and served in the Louisiana Army National Guard for 16 years. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
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