Edward Blanchard, financial advisor Metairie LA

Edward Blanchard

CRD Number: 5470807
Current Firm: Beacon Pointe Advisors, LLC

Edward Blanchard (CRD# 5470807) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Advisors, LLC Metairie, LA Apr 2023 - Current 1
Beacon Pointe Insurance Services, LLC Metairie, LA Oct 2020 - Current 3
Beacon Pointe Advisors, LLC Metairie, LA Oct 2020 - Apr 2023 2
Commonwealth Financial Network San Diego, CA May 2015 - Oct 2020 5
Lpl Financial, LLC Metairie, LA Mar 2011 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Edward I. Blanchard
Phone Number: 949-718-1600
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    31,280
    MILLIONS
  • Total Number of Accounts
    47,098
    ACCOUNTS
  • Average Account Value
    $664,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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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