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Jody Charles Detillier is a financial advisor with over 27 years of experience in the industry. Jody has been registered with Lincoln Investment since August 2010. Previously, Jody was with GREAT AMERICAN ADVISORS, INC. from February 2005 to August 2010. Jody specializes in providing financial advice to individuals, businesses, and charitable organizations. Jody holds the Series 6, Series 63, and SIE licenses. Jody's office is located in Lutcher, LA. Jody also has an insurance license and is a member of DETILLIER FINANCIAL ADVISORS, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
08/02/2010 - Present
Lincoln Investment (LUTCHER LA)
LA
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (LUTCHER LA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
02/16/1993 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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