MG
MG

Mickey Guidry

32 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Mickey Guidry is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

10313 Jefferson Hwy Ste B, Baton Rouge, LA, 70809

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mickey is affiliated with Altus Benefit Solutions as an insurance agency and Altus Wealth Management and Gladstone Wealth Partners as DBAs for LPL business. He also owns Altus Real Estate LLC and spends minimal time on Altus Holdings, LLC for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Geneos Wealth Management, INC.
May 2012 - November 2021 · 9 yrs 6 mos
Geneos Wealth Management, INC.Broker
April 2012 - November 2021 · 9 yrs 7 mos
LPL Financial LLC
May 2003 - May 2012 · 9 yrs
LPL Financial LLCBroker
November 2001 - May 2012 · 10 yrs 6 mos
Fsc Securities CorporationBroker
April 1998 - November 2001 · 3 yrs 7 mos
Ifg Network Securities, INC.Broker
January 1994 - April 1998 · 4 yrs 3 mos
Fsc Securities CorporationBroker
September 1993 - January 1994 · 4 mos
State Registrations21 states
ALARCACTFLGAIAIDINLAMSNCNVNYOKSCTNTXVAWAWI
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.