Rodney Desormeaux, financial advisor Lafayette LA
93 score

Rodney Desormeaux

CRD Number: 4453055
Current Firm: Investment Advisors

Rodney Desormeaux (CRD# 4453055) is an Investment Advisor Representative working at Investment Advisors in Lafayette, LA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities New Iberia, LA Aug 2001 - Current 15
Marion Desormeaux & Associates New Iberia, LA Sep 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Rodney J. Desormeaux
Phone Number: 800-288-3035
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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