Aaron Francis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

17 Years of Experience

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Firm Information

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

24628 advisors

Number of Clients

1,738,212 clients

Average Client Portfolio

$869K average

Assets Under Management

$1511.1B

Fee Structure

The Program fee is based on the totality of the services and is negotiable depending on a number of factors.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

1 Cowboys Way, Frisco, TX, 75034

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron is the executor of the Estate of Johnnie Lacy and will handle her affairs and disburse assets according to her will. He also owns rental property and functions as the trustee for the Johnnie Lacy Living Trust.