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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillard? Claim Your ProfileDillard Eugene Brazzel is an investment advisor representative at Avantax Advisory Services, a firm with more than 1700 licensed agents and over 2400 investment advisor representatives. Dillard Eugene Brazzel's professional experience includes working at Allstate Financial Services, LLC, LPL Financial LLC and NYLIFE Securities Inc. Dillard Eugene Brazzel is licensed in Louisiana and Texas. Dillard Eugene Brazzel has been working in the financial industry since January 7, 2000. Dillard Eugene Brazzel provides services such as financial planning, portfolio management, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
LA
11/14/2024 - Present
Avantax Advisory Services (Alexandria LA)
TX
04/10/2013 - 02/29/2016
ALLSTATE FINANCIAL SERVICES, LLC (NEW BRAUNFELS TX)
LA
08/03/2012 - 03/15/2013
LPL FINANCIAL LLC (ALEXANDRIA LA)
LA
04/25/2000 - 08/02/2012
ALLSTATE FINANCIAL SERVICES, LLC (ALEXANDRIA LA)
NY
03/05/1997 - 11/03/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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