Thomas Legendre (CRD# 7277781) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 3 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 4170771
Advantage Wealth Management, LLC
CRD# 1999696
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | New Iberia, LA | Feb 2021 - Current | 3 |
| Avantax Investment Services, Inc. | New Iberia, LA | Dec 2020 - Current | 3 |
| Cosource Financial Group LLC | Lafayette, LA | Dec 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | New Iberia, LA | Dec 2020 - Current | 3 |
| Avoca Duck Club | Morgan City, LA | Nov 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Sep 2020 | < 1 |
| Thrivent Advisor Network D/b/a 49 Financial | Houston, TX | Jun 2020 - Sep 2020 | < 1 |
| Nicholls State University | Thibodaux, LA | Aug 2015 - May 2020 | 4 |
| The Cardiovascular Institute Of The South | Houma, LA | Aug 2019 - Nov 2019 | < 1 |
| Callais Capital Management | Thibadoux, LA | Jun 2019 - Oct 2019 | < 1 |
| Onshore Construction | Thibodaux, LA | May 2018 - Aug 2018 | < 1 |
| Tri-state Environmental | Houma, LA | May 2017 - Aug 2017 | < 1 |
| Unemployed | Thibodaux, LA | Jul 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- LA
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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