Brad Sonnier, financial advisor Lafayette LA

Brad Sonnier

CRD Number: 2641451
Current Firm: Lpl Financial LLC

Brad Sonnier (CRD# 2641451) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Lafayette, LA Oct 2008 - Current 15
St. Martin Bank & Trust Lafayette, LA Oct 2008 - Dec 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Brad D. Sonnier
Phone Number: 704-733-3300
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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