Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lafayette? Claim Your ProfileLafayette Huston is a financial advisor with Fidelity Personal And Workplace Advisors. Lafayette has been in the financial industry since July 9, 2018. Lafayette is registered with the state of Georgia and Texas. Lafayette specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars. The firm has $1 billion - $10 billion in assets under management and has offices in Macon, Georgia. Lafayette’s previous experience includes working as a financial advisor at LPL FINANCIAL LLC and The O.N. Equity Sales Company.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (MACON GA)
GA
10/16/2018 - 03/10/2023
LPL FINANCIAL LLC (WARNER ROBINS GA)
GA
07/21/2017 - 12/31/2017
THE O.N. EQUITY SALES COMPANY (Atlanta GA)
IA
Issued 04/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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