Lynn DerouenCRD Number: 3066288
Current Firm: H.d. Vest Advisory Services, Inc.
Lynn Derouen (CRD# 3066288) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in New Iberia, LA and has over 13 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|H.d. Vest Advisory Services||New Iberia, LA||Jan 2000 - Current||17|
|H.d. Vest Insurance Agency Inc.||New Iberia, LA||Jan 1999 - Current||18|
|H.d. Vest Investment Services||New Iberia, LA||May 1998 - Current||19|
|Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap||New Iberia, LA||Oct 1977 - Current||40|
|Derouen & Wattigny, Aplc||New Iberia, LA||Dec 1995 - Sep 2015||19|
|Hd Vest Insurance||New Iberia, LA||Jan 1999 - Sep 2014||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV