Lyndon Wilbert (CRD# 7852563) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has 1 year of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dent Wealth Advisors | Baton Rouge, LA | May 2023 - Current | < 1 |
| Dent Wealth Advisors | Baton Rouge, LA | May 2022 - May 2023 | 1 |
| Porteous, Hainkel, And Johnson, LLP | Baton Rouge, LA | Aug 2021 - Jun 2022 | < 1 |
| Brec | Baton Rouge, LA | Mar 2016 - Jun 2022 | 6 |
| Full-time Education | Baton Rouge, LA | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- LA
- TX
-
Total Assets Under Management276MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$509,854
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, LA, TX
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