Martin & Associates Investment Advisory Services LLC

Martin & Associates Investment Advisory Services LLC (CRD# 110644) is a financial advisory firm headquartered in Mandeville, LA. They manage $37,337,839 in 332 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $112,463
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Martin & Associates Investment Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leo A. Labourdette
CRD#: 1663857
594 Asbury Dr., Suite B, Mandeville, LA 70471
96
Wealthminder
score

Leo Labourdette (CRD# 1663857) is an Investment Advisor Representative working at Martin & Associates Investment Advisory Services LLC in Mandeville, LA and has over 29 years of experience in the finance industry. Leo Labourdette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard P. Martin
CRD#: 1021864
594 Asbury Drive, Suite B, Mandeville, LA 70471
83
Wealthminder
score

Richard Martin (CRD# 1021864) is an Investment Advisor Representative working at Martin & Associates Investment Advisory Services LLC in Mandeville, LA and has over 34 years of experience in the finance industry.

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