Louis Bundy, financial advisor Metairie LA
93 score

Louis Bundy

CRD Number: 3163159
Current Firm: Advice And Planning Services

Louis Bundy (CRD# 3163159) is an Investment Advisor Representative working at Advice And Planning Services in Metairie, LA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Metairie, LA Feb 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Metairie, LA Feb 2014 - Current 2
Valic Financial Advisors, Inc. Baton Rouge, LA Feb 2012 - Feb 2014 2
Lsuhsc New Orleans, LA Nov 2001 - Mar 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Louis W. Bundy
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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

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