Unclaimed
Gregory Paul Daigle is a financial advisor registered with LPL Enterprise, LLC. Gregory Daigle has been in the financial services industry since June 11, 1996, and has a wide range of experience in the industry. Gregory Paul Daigle has been registered with LPL Enterprise, LLC since November 2024. Gregory Paul Daigle holds the Series 6, Series 7, and Series 66 licenses and the SIE exam. Gregory Paul Daigle is registered in Alabama, Arizona, Arkansas, California, Florida, Louisiana, Massachusetts, Minnesota, Mississippi, Nebraska, North Carolina, Ohio, Oregon, Tennessee, and Texas. Gregory Paul Daigle also holds a license for Investment Advisor Representative in Louisiana and Texas. Gregory Paul Daigle's practice focuses on providing a range of financial services, including consulting and other non-discretionary advisory services, financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
11/14/2024 - Present
LPL Enterprise, LLC (LAFAYETTE LA)
BOTH
Issued 09/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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