BB
BB

Belinda Batiste

35 Years of Experience
Metairie, LA
2 DisclosuresBroker

Belinda Batiste is a registered investment advisor at Wells Fargo Advisors, based in Metairie, LA, with 35 years of industry experience. Belinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

111 Veterans Memorial Blvd, Ste 1800, Metairie, LA, 70005

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2012
Denied
Customer Dispute
June 2001
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Wells Fargo Advisors
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2011 - March 2022 · 10 yrs 11 mos
Ameriprise Financial Services, LLC
April 2011 - March 2022 · 10 yrs 11 mos
Chase Investment Services CORP.
August 2006 - April 2011 · 4 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - April 2011 · 5 yrs 9 mos
Banc One Securities CorporationBroker
August 1998 - July 2005 · 6 yrs 11 mos
Marquis Investments, L.L.C.Broker
March 1994 - August 1998 · 4 yrs 5 mos
Dean Witter Reynolds INC.Broker
December 1987 - November 1990 · 2 yrs 11 mos
State Registrations17 states
AZFLGAIDILLAMAMDMEMSNCNVOHTNTXWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
Belinda Batiste - Financial Advisor | TrueAdvisor