Phillip LeblancCRD Number: 4462060
Current Firm: Cambridge Investment Research Advisors, Inc.
Phillip Leblanc (CRD# 4462060) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, LA and has over 14 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Total Hr Solutions, LLC||Lafayette, LA||Jul 2003 - Current||14|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2001 - Current||15|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2001 - Current||15|
|Thibodaux Hebert Deshotels Leblanc||Lafayette, LA||Jan 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
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