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Stanley George Laborde

Innovation Partners LLC

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About Stanley George Laborde

Stanley George Laborde is an active broker and investment advisor representative. Stanley has been in the financial industry since 2007. Stanley is currently registered with Innovation Partners LLC. Previously Stanley was registered with Boustead Securities, LLC, Davis Securities LLC, Diamond Edge Capital Partners, LLC, IDS Life Insurance Company, American Express Financial Advisors Inc., Shearson Lehman Hutton Inc., Prudential-Bache Securities Inc., and Thomson McKinnon Securities Inc. Stanley has passed the Series 63, Series 65, SIE, Series 22, Series 3, and Series 7 exams.

Firm Information

Stanley Laborde is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

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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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.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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other

Recurring fee

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Stanley Laborde’s Registration & Firm History

NC

09/03/2024 - Present

Innovation Partners LLC (CHARLOTTE NC)

CA

05/07/2015 - 06/13/2024

BOUSTEAD SECURITIES, LLC (IRVINE CA)

NY

01/18/2012 - 01/31/2014

DAVIS SECURITIES LLC (NEW YORK NY)

NY

10/09/2008 - 05/03/2011

DIAMOND EDGE CAPITAL PARTNERS, LLC (NEW YORK NY)

MN

03/01/1995 - 07/03/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

02/17/1995 - 07/03/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

NY

10/02/1989 - 02/06/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NY

08/25/1989 - 10/14/1989

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

06/28/1989 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/22/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/18/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/23/1999

Series 3 - National Commodity Futures Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stanley George Laborde. Review regulatory record here.
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