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Jeanne H. Badeaux-carnline

Retirement Plan Advisors, LLC

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About Jeanne H. Badeaux-carnline

Jeanne H. Badeaux-carnline has been in the financial services industry since April 1987. Jeanne is currently registered as a Registered Representative and Investment Advisor Representative with Retirement Plan Advisors, LLC. Jeanne is also a registered Investment Advisor in Louisiana and Texas. Jeanne has previously worked at several other firms including Sisung Securities Corporation, Sunset Financial Services, Inc., Nationwide Investment Services Corporation and Hibernia Investment Securities Inc. Jeanne is a Series 7, Series 24, Series 4, and Series 63 licensed professional. Jeanne has worked with a variety of clients over her career, including high-net-worth individuals, pooled investment vehicles, individuals other than high-net-worth, and state or municipal government entities.

Firm Information

Jeanne Badeaux-carnline is currently registered with Retirement Plan Advisors, LLC. Retirement Plan Advisors, LLC is an investment advisor headquartered in Chicago, Illinois. The firm manages approximately $1.47 billion in assets for individuals, high net worth individuals, pooled investment vehicles, state or municipal government entities, and other clients. Their services include financial planning, pension consulting, educational seminars, and portfolio management. They offer a wrap fee program and have 45 investment adviser representatives.
Retirement Plan Advisors, LLC

29 E. MADISON ST.

CHICAGO, IL 60602-3205

$1.47B

Assets Under Management

1,270

Total Clients

38

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeanne Badeaux-carnline’s Registration & Firm History

IL

01/05/2021 - Present

Retirement Plan Advisors, LLC (CHICAGO IL)

LA

05/23/2002 - 07/18/2005

SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)

MO

05/08/2000 - 05/20/2002

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

OH

08/02/1990 - 03/31/2000

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

LA

02/09/1987 - 04/07/1990

HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)

NA

04/25/1986 - 08/07/1986

WALL STREET CLEARING COMPANY

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Licenses & Designations

BC

Issued 02/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1988

Series 24 - General Securities Principal Examination

BC

Issued 08/20/1987

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanne H. Badeaux-carnline.
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