Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Paul Lagarde is a registered investment advisor representative with Advisor Resource Council. Jean Paul has been in the financial services industry for over 20 years. Jean Paul is a Series 63, Series 65, and Series 7 licensed professional. Jean Paul has experience in providing investment advisory services to individuals, high-net-worth individuals, businesses, corporations, pension plans, charitable organizations, and other entities. Jean Paul has a diverse background in financial planning, asset management, portfolio management, and investment consulting. Jean Paul is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
08/02/2018 - Present
Advisor Resource Council (DALLAS TX)
LA
10/27/2015 - 11/19/2019
LPL FINANCIAL LLC (METAIRIE LA)
CA
01/04/2006 - 04/16/2007
SAMUELS CHASE & CO., INC. (RAMONA CA)
LA
02/01/2001 - 12/20/2005
HIBERNIA SOUTHCOAST CAPITAL, INC. (NEW ORLEANS LA)
IA
Issued 12/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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