linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Andrew Leblanc

Dimensional Fund Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Andrew Leblanc

Paul Leblanc is an investment advisor representative and a general securities principal with Dimensional Fund Advisors LP, a firm he has been with since July 2015. Paul has over 10 years of experience in the financial services industry. His previous experience includes working at Credit Suisse Securities (USA) LLC in Boston, MA from August 2012 to June 2014. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, 24, and 7 licenses. Paul Leblanc is a registered investment advisor representative in Texas and has a total of 52 state registrations.

Firm Information

Paul Leblanc is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Leblanc’s Registration & Firm History

TX

07/21/2015 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

MA

08/17/2012 - 06/24/2014

CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)

Not sure if Paul Andrew Leblanc is right for you?

Licenses & Designations

BOTH

Issued 08/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Andrew Leblanc.
Not sure if Paul Andrew Leblanc is right for you?