Unclaimed
Judy Gauthreaux Leblanc is a financial advisor with over 18 years of experience in the industry. Currently, Judy is registered with LPL Financial LLC, working from their office in DESTREHAN, Louisiana. Before joining LPL, Judy was employed by WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC. Prior to that, Judy was with A. G. EDWARDS & SONS, INC. and LEGG MASON WOOD WALKER, INCORPORATED. Judy holds a Series 7 and a Series 66 license and is registered in Louisiana.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
06/20/2014 - Present
LPL Financial LLC (DESTREHAN LA)
LA
12/07/2012 - 06/23/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BATON ROUGE LA)
LA
01/01/2008 - 12/07/2012
WELLS FARGO ADVISORS, LLC (BATON ROUGE LA)
LA
08/04/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
MD
06/29/2004 - 08/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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