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Blake Bergeron

20 Years of Experience
Houma, LA
Broker

Blake Bergeron is a registered investment advisor at Raymond James & Associates, INC., based in Houma, LA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7731 Park Avenue, Houma, LA, 70364

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Blake is the owner of Bergeron Financial LLC, established in 2011 when he moved to LPL. The LLC is currently inactive, generating no income or revenue, and Blake spends minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2014 - Present · 11 yrs 6 mos
Raymond James & Associates, INC.
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
June 2011 - November 2014 · 3 yrs 5 mos
LPL Financial LLC
June 2011 - November 2014 · 3 yrs 5 mos
Edward Jones
January 2007 - June 2011 · 4 yrs 5 mos
Edward JonesBroker
March 2006 - June 2011 · 5 yrs 3 mos
State Registrations17 states
ALARAZCACOFLGAILKYLAMSNCNMNYSDTNTX
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.