Neal Guidry (CRD# 3013268) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delaware Distributor, LP | Philadelphia, PA | May 2021 - Current | 3 |
| Macquarie Investment Management | Philadelphia, PA | May 2021 - Current | 3 |
| Ivy Distributors, Inc. | Shawnee Mission, KS | Oct 2019 - Current | 4 |
| Cathedral-carmel School Foundation | Lafayette, LA | May 2018 - Current | 6 |
| Lamay Group, LLC | Livonia, LA | Aug 2015 - Current | 8 |
| Total Erosion Control & Landscaping, LLC | Lafayette, LA | Aug 2015 - Current | 8 |
| Monceaux Family, LLC | Crowley, LA | Feb 2015 - Current | 9 |
| Elco Of Acadiana LLC | Lafayette, LA | Jan 2015 - Current | 9 |
| Aj Watercare & Salt LLC | Rayne, LA | Oct 2011 - Current | 12 |
| Waddell & Reed, Inc. | Shawnee Mission, KS | Oct 2019 - Aug 2020 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Dec 2016 - Oct 2019 | 2 |
| Estate Of Catherine Monceaux | Lafayette, LA | Oct 2015 - Dec 2018 | 3 |
| Vanguard Marketing Corporation | Houston, TX | Jun 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- KS
- LA
- PA
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Total Assets Under Management191,884MILLIONS
-
Total Number of Accounts407ACCOUNTS
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Average Account Value$471,458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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
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