Unclaimed
Christopher Leonard Dardeau is a financial advisor who has been in the financial industry for over 16 years. Christopher is registered with LPL Financial LLC and has a Series 6, Series 7, Series 65, and Series 66 license. Christopher has been with LPL Financial LLC since 2010. Prior to that, Christopher was an Investment Advisor Representative for Invest Financial Corporation and a Securities Representative for PFIC Securities Corporation. Christopher specializes in portfolio management, financial planning, pension consulting, and educational seminars. Christopher offers investment advisory services to individuals, corporations, and charitable organizations.
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
08/12/2010 - Present
LPL Financial LLC (ABBEVILLE LA)
LA
04/30/2007 - 08/03/2010
INVEST FINANCIAL CORPORATION (ABBEVILLE LA)
TN
12/13/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 07/14/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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