Unclaimed
Dustin Brent Laporte is a financial advisor with over 27 years of experience in the industry. Dustin is currently registered with Osaic Wealth, Inc. and has experience in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations. Dustin holds a Certified Financial Planner designation and is registered in multiple states. Dustin's previous affiliations include Cetera Advisors LLC, Legacy Financial Services, Inc., Wachovia Securities, LLC, SouthTrust Securities, LLC, Raymond James Financial Services, Inc., Wachovia Securities, Inc., Wachovia Brokerage Service, BB&T Investment Services, Inc., Cadaret, Grant & Co., Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Equico Securities, 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.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
SC
07/18/2007 - 08/14/2015
CETERA ADVISORS LLC (MT PLEASANT SC)
SC
04/29/2005 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MT. PLEASANT SC)
MO
01/03/2005 - 04/29/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
05/05/2004 - 12/31/2004
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
FL
09/12/2001 - 05/03/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NC
02/14/2000 - 09/14/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/28/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
02/24/1998 - 10/27/1999
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
09/05/1997 - 02/24/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
01/16/1996 - 09/10/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/16/1996 - 09/10/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/26/1995 - 06/27/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/26/1995 - 06/27/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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