Derrick Lagarde, financial advisor Lafayette LA

Derrick Lagarde

CRD Number: 4708531
Current Firm: First Horizon Advisors, Inc.

Derrick Lagarde (CRD# 4708531) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Lafayette, LA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
First Horizon Advisors Lafayette, LA Jan 2021 - Current < 1
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
Capital One Investment Services Corporation Lafayette, LA May 2008 - Jul 2012 4
Capital One Investments, Lllc New Orleans, LA May 2002 - Jul 2012 10
Capital One, N.a. Lafayette, LA May 2002 - Jul 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Derrick D. Lagarde
Phone Number: 1-800-213-3702
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    8,502
    MILLIONS
  • Total Number of Accounts
    7,508
    ACCOUNTS
  • Average Account Value
    $1,132,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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