Chad Lefebvre, financial advisor Baton Rouge LA

Chad Lefebvre

CRD Number: 6174971
Current Firm: Ironwood Investment Advisers, LLC

Chad Lefebvre (CRD# 6174971) is an Investment Advisor Representative working at Ironwood Investment Advisers, LLC in Baton Rouge, LA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ironwood Investment Advisers, LLC Baton Rouge, LA Aug 2018 - Current 5
Ironwood Investment Advisers, LLC Baton Rouge, LA Aug 2018 - Current 5
Twru Baton Rouge, LA Aug 2018 - Feb 2019 < 1
Twru Baton Rouge, LA May 2007 - Jul 2018 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Chad E. Lefebvre
Phone Number: (225) 235-0277
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $190,872
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA

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