Lynn Derouen, financial advisor New Iberia LA
93 score

Lynn Derouen

CRD 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 12 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services New Iberia, LA Jan 2000 - Current 16
H.d. Vest Insurance Agency Inc. New Iberia, LA Jan 1999 - Current 17
H.d. Vest Investment Services New Iberia, LA May 1998 - Current 18
Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap New Iberia, LA Oct 1977 - Current 39
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
Firm Website: https://www.hdvest.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

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

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