wiseradvisor


Joseph Franciscone
LPL Financial

Tel: 973-937-8826
65 Madison Avenue
Suite 300
Morristown, NJ 07960

About Joseph Franciscone

With more than two decades of distinguished experience in financial services, Joe Franciscone is a results-driven, goal-oriented Portfolio Manager and Financial Advisor with LPL Financial.

Prior to joining LPL Financial, Joe enjoyed successful Managerial and Advisory roles at Morgan Stanley, Credit Suisse, Merrill Lynch & Wells Fargo Advisors.

A recent addition to LPL Financial, Joe uses his thoughtful goal-oriented approach to guide Families and Businesses with his "Make One Good Decision At A Time" philosophy which is especially effective during these volatile and often uncertain socio-economic times.

A deeply passionate and patient, empathetic listener, Joe is committed to understanding his clients' feelings towards their assets and their relationship with their wealth, asking significant emotional and lifestyle questions and paying close attention to the meaningful answers with which his clients entrust him.

With the benefit of his diverse experience and strategic vision, Joe shares his holistic advice and common sense, real world, solutions, guiding clients through their most important financial and behavioral decisions in good markets and bad. This disciplined, strategic, process has continuously served his clients well regardless of political or financial circumstance.

Joe is a graduate of Montclair State University where he earned a Bachelor of Science in Finance. He is an avid reader and a student of luminaries such as Warren Buffett, Stephen Covey, Dom Famularo, Ben Graham, Napoleon Hill, Peter Lynch, Charlie Munger & Jim Rohn.

In his free time Joe enjoys music, playing drums, reading, exercise, food and wine, and his dogs.


About LPL Financial

For more information about LPL Financial please their website visit www.lpl.com

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General Information

Firm Start Year:   1997
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, DE, FL, NJ, NY, PA
Number of Years with Current Firm:   1
Work Experience:   Throughout his career in Finance, Joe Franciscone has developed a disciplined process that relies on the diversity of his experience in both planning and advice.

Relying on his patient and empathetic listening skills, Joe engages his clients in real world conversations by asking significant emotional and lifestyle questions. This dialogue lays the foundation for all future guidance and advice.

Because of this process, Joe can fully understand his clients' feelings towards their assets and their relationship with their wealth. This information will ultimately shape their financial goals and behavioral decisions through retirements that often last two decades, or more.

The discipline in adhering to this ongoing process of discovery, execution & reflection allows Joe to perform in both a creative and strategic manner while staying in touch with his client's feelings and most important goals.

Frequent conversations form the cornerstone of any long-term advisory relationship and reviews that chart progress toward agreed upon goals are a necessary measuring stick for determining success.

Because of these attributes, Joe has become a trusted advisor to Retirees, Doctor's, Attorney's, CPA's, Business Owners & Corporate Executives of all levels. His diverse skill set is well suited to complete this holistic, goal-oriented, process and the lifelong journey that this wealth represents.

Financial solutions, both simple and complex, are often required to answer questions surrounding retirement income, generational wealth, portfolio management, philanthropic endeavors and a variety of other goals.

The combination of IRA funding strategies, 401k distribution strategies, investment portfolios, trusts, life insurance, annuities, and other comprehensive retirement and estate planning tools may all be utilized at one time or another to provide coordinated solutions and/or strategies as they relate to this goal oriented advisory process.

However, none of these things exist in a vacuum. It's that first conversation, that first step, that first goal that begins this disciplined repeatable process of discovery, execution & reflection that differentiates a great, successful, relationship from a mediocre experience that merely survives long enough to outlive its shortcomings.
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities, Bonds, Options & Futures
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Your Home, Video Conference, Your Office, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Life, Variable Annuity, Long Term Care, Variable Life, Health

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee
Fee % Based on Assets:   100%
Minimum Fee Charged for Managed Accounts:   $2500
Minimum Fee Charged for Hourly Planning Accounts:   $2500

Education

Bachelor of Science  - Finance   Montclair State University  - Upper Montclair, New Jersey
1990-1995


Disclaimer

LPL Financial Representative offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

NY/NJ Metro area, California, Delaware, Florida , Pennsylvania.

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