Ivan Lafrance, financial advisor Lafayette LA

Ivan Lafrance

CRD Number: 1445094
Current Firm: Securities America Advisors, Inc.

Ivan Lafrance (CRD# 1445094) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lafayette, LA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Lafayette, LA Aug 2003 - Current 20
Securities America Advisors, Inc. Lafayette, LA Aug 2003 - Current 20
Ivan F. Lafrance, Chfc Lafayette, LA Jan 1996 - Current 28

Ivan Lafrance has no recent exams reported.
Contact Info for Ivan F. Lafrance
Phone Number: 402-399-9111
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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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