Lynn Derouen, financial advisor New Iberia LA

Lynn Derouen

CRD Number: 3066288
Current Firm: Avantax Advisory Services

Lynn Derouen (CRD# 3066288) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 17 years of experience in the finance industry.

Similar Advisors
Brent Abshire, financial advisor New Iberia LA
Brent E. Abshire
CRD# 3180794
Vermilion Asset Management, LLC
Similar Advisors
Theresa Aguillard, financial advisor New Iberia LA
Theresa M. Aguillard
CRD# 4170771
Advantage Wealth Management, LLC
Similar Advisors
Garrett Ahrens, financial advisor New Iberia LA
Garrett A. Ahrens
CRD# 1999696
Ahrens Investment Partners, LLC
Company Name Location Dates Years
Avantax Advisory Services New Iberia, LA Jan 2000 - Current 22
Avantax Insurance Agency, LLC New Iberia, LA Jan 1999 - Current 23
Avantax Investment Services, Inc. New Iberia, LA May 1998 - Current 24
Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap New Iberia, LA Oct 1977 - Current 44
Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap New Iberia, LA Oct 1977 - Current 44
Community First Bank New Iberia, LA May 1999 - Feb 2022 22
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
Contact Info for Lynn A. Derouen
Phone Number: 972-870-6000
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.