Theron Dupree (CRD# 2918648) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in West Monroe, LA and has over 26 years of experience in the finance industry.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | West Monroe, LA | Oct 2022 - Current | 1 |
| Mml Investors Services, LLC | West Monroe, LA | Mar 2017 - Oct 2022 | 5 |
| Massmutual Life Insurance Co | West Monroe, LA | Jul 2016 - Oct 2022 | 6 |
| Metlife Securities, Inc. | Monroe, LA | Jan 2003 - Mar 2017 | 14 |
| Metlife Insurance Company | Monroe, LA | Jan 2003 - Jul 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- LA
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, VI, VT, WA, WI, WV, WY
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