Lisa ThibodeauxCRD Number: 5276065
Current Firm: Edward Jones
Lisa Thibodeaux (CRD# 5276065) is an Investment Advisor Representative working at Edward Jones in Lumberton, TX and has over 6 years of experience in the finance industry.
Vsr Advisory Services
Bluechip Financial Planning, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St. Louis, MO||Oct 2010 - Current||6|
|Edward Jones||Lumberton, TX||Dec 2006 - Oct 2010||3|
|Housecalls Of Beaumont||Beaumont, TX||May 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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