Derrick Lagarde (CRD# 4708531) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Lafayette, LA and has over 18 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon Advisors | Lafayette, LA | Jan 2021 - Current | 3 |
| Infinex Investments, Inc. | Meriden, CT | Jan 2019 - Jan 2021 | 2 |
| Iberia Bank | Lafayette, LA | Jan 2019 - Jan 2021 | 2 |
| State Farm Vp Management Corp | Lafayette, LA | Feb 2015 - Jan 2019 | 3 |
| Brad Markerson Insurance Agency | Lafayette, LA | Sep 2014 - Jan 2019 | 4 |
| Lpl Financial | Lafayette, LA | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- LA
- TX
-
Total Assets Under Management12,357MILLIONS
-
Total Number of Accounts8,945ACCOUNTS
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Average Account Value$1,381,391
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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