Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Sonnier is a financial advisor who has been in the industry since 1996. Brad is currently registered with LPL Financial LLC and has offices in Lafayette, Broussard, Scott, Carencro, Crowley, Welsh, and Jennings, Louisiana. Brad also has an office in Houston, Texas. Brad has a Series 7, Series 6, Series 63, and Series 65. Brad previously worked with Investment Professionals, Inc., Wachovia Securities Financial Network, LLC, Legg Mason Wood Walker, Incorporated, Walnut Street Securities, Inc., and North American Management, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
02/15/2013 - Present
LPL Financial LLC (LAFAYETTE LA)
LA
10/16/2007 - 10/31/2008
INVESTMENT PROFESSIONALS, INC. (ST. MARTINVILLE LA)
LA
02/17/2006 - 09/14/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (LAFAYETTE LA)
MD
10/18/1996 - 02/22/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CA
06/01/1996 - 07/18/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
09/06/1995 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IA
Issued 02/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Sonnier is the right advisor for you? Invested Better is here to help.
