Philip Ledet, financial advisor Lafayette LA

Philip Ledet

CRD Number: 6705076
Current Firm: Lpl Financial LLC

Philip Ledet (CRD# 6705076) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Lafayette, LA Feb 2020 - Current 1
Stratos Wealth Partners, Ltd Lafayette, LA Feb 2020 - Current 1
Lynn Wood & Associates Lafayette, LA Sep 2016 - Jan 2020 3
Voya Financial Advisors, Inc. Lafayette, LA Sep 2016 - Jan 2020 3
Crawfish Hole Lafayette, LA Jan 2016 - Jun 2018 2
University Of Louisiana At Lafayette Lafayette, LA Jan 2015 - Dec 2016 1
Cardon Sales Lafayette, LA Jan 2015 - Jan 2016 1
Louisiana State University Baton Rouge, LA Aug 2012 - Dec 2014 2
St. Cecilia School Broussard, LA May 2009 - Jul 2012 3
Saint Thomas More High School Lafayette, LA Aug 2008 - Apr 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Philip J. Ledet
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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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