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Leonard Labiche

26 Years of Experience
New Orleans, LA
Broker

Leonard Labiche is a registered investment advisor at LPL Financial LLC, based in New Orleans, LA, with 26 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.

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Location

1321 Hickory Ave, Suite 100, New Orleans, LA, 70123

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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 Activities

Leonard operates under several DBAs for his LPL business, including Bertucci & Labiche Private Wealth Management, Retirement Planning Partners, and Labiche Wealth Management LLC. He also owns Bertucci and Labiche Properties LLC and LTCE Properties LLC for real estate rental and holding, and 256 Partners LLC, a personal LLC.

Employment History
Current Registrations
LPL Financial LLC
August 2006 - Present · 19 yrs 9 mos
LPL Financial LLC
August 2006 - Present · 19 yrs 9 mos
LPL Financial LLCBroker
August 2006 - Present · 19 yrs 9 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
December 1999 - August 2006 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - August 2006 · 7 yrs 2 mos
State Registrations26 states
ALARAZCACOCTFLGAILLAMAMDMOMSNCNHNJNVOHOKPATNTXUTVAWA
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.