Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theron? Claim Your ProfileTheron Dupree is a financial advisor who has been in the industry since November 1997. Theron currently works for LPL Financial LLC, a financial services firm with over $50 billion in assets under management. Theron provides investment advice to individuals, businesses, and pension and profit-sharing plans. Theron also offers consulting and other non-discretionary advisory services. Theron has a strong track record of success and is committed to providing personalized financial advice to his clients.
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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LA
06/07/2024 - Present
LPL Financial LLC (WEST MONROE LA)
LA
10/05/2022 - 06/07/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (WEST MONROE LA)
LA
03/25/2017 - 10/14/2022
MML INVESTORS SERVICES, LLC (WEST MONROE LA)
LA
02/07/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST MONROE LA)
LA
02/07/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAFAYETTE LA)
NY
11/12/1997 - 02/27/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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