Leo Labourdette
CRD Number: 1663857Current Firm: Martin & Associates Investment Advisory Services LLC
Leo Labourdette (CRD# 1663857) is an Investment Advisor Representative working at Martin & Associates Investment Advisory Services LLC in Mandeville, LA and has over 36 years of experience in the finance industry. Leo Labourdette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Mandeville, LA | Nov 2023 - Current | < 1 |
| Martin & Associates Investment Advisory Services LLC | Mandeville, LA | Nov 2009 - Current | 14 |
| Fsc Securities Corporation | Mandeville, LA | Oct 2009 - Nov 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- LA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$247,178
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, TX
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