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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Metaire, LA

Every SEC-registered investment adviser representative at a firm office in Metaire, with the firms that employ the most of them.

The short answer

8 registered advisors work in Metaire; the most are at LPL Financial LLC (5). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Metaire

FirmAdvisors in Metaire
LPL Financial LLC news5
Ae Wealth Management, LLC1
Eagle Strategies LLC1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Metaire, A to Z

CFP advisors in Metaire →

Other cities in Louisiana

All of Louisiana →

New Orleans 626Baton Rouge 594Metairie 345Lafayette 312Shreveport 210Mandeville 172Lake Charles 101Covington 76Monroe 72Houma 52Slidell 51Alexandria 49Thibodaux 39New Iberia 31Ruston 27Hammond 24Gretna 22Bossier City 21Harahan 17Denham Springs 16Kenner 16West Monroe 16Gonzales 15Opelousas 14

Questions

How many financial advisors are in Metaire, LA?

8 investment adviser representatives are registered at firm offices in Metaire, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Metaire?

LPL Financial LLC, with 5 registered advisors in Metaire, followed by Ae Wealth Management, LLC with 1.

How do I check a financial advisor in Metaire?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.