MG
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Michael Guidry

27 Years of Experience
New Orleans, LA
BrokerSells Insurance

Michael Guidry is a registered investment advisor, based in New Orleans, LA, with 27 years of industry experience.

Location

201 N Carrollton Ave, New Orleans, LA, 70119

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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.

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Other Business ActivitiesSells Insurance

Michael is involved in wealth management, marketing/training for a trust department, and tax preparation/accounting. He also acts as an insurance agent selling non-variable insurance and is part of the Pullen/Guidry Wealth Management Team, spending nearly full-time on his DBA for LPL business.

Employment History
Current Registrations
Arkadios CapitalBroker
June 2024 - Present · 2 yrs 1 mo
Arkadios Wealth Advisors
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
February 2014 - June 2024 · 10 yrs 4 mos
LPL Financial LLC
February 2014 - June 2024 · 10 yrs 4 mos
H.D. Vest Advisory Services, INC
December 2012 - February 2014 · 1 yr 2 mos
H.D. Vest Investment ServicesBroker
December 2012 - February 2014 · 1 yr 2 mos
Primevest Financial Services, INC.
April 2007 - June 2011 · 4 yrs 2 mos
Primevest Financial Services, INC.Broker
April 2007 - June 2011 · 4 yrs 2 mos
Whitney Securities, L.L.C.Broker
February 2001 - February 2007 · 6 yrs
Hancock Investment Services, INC.Broker
October 1998 - January 2001 · 2 yrs 3 mos
Marquis Investments, L.L.C.Broker
June 1996 - August 1998 · 2 yrs 2 mos
State Registrations13 states
ARCTFLGALAMAMSNCNYOKSCTXVA
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.
Michael Guidry - Financial Advisor | TrueAdvisor