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Stephen Daigle

16 Years of Experience
Ocean Springs, MS
1 DisclosureBrokerSells Insurance

Stephen Daigle is a registered investment advisor, based in Ocean Springs, MS, with 16 years of industry experience.

Location

Ocean Springs, MS

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History

Regulatory History (1)
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Judgment / Lien
October 2018
Other Business ActivitiesSells Insurance

Stephen is an agent in insurance/benefits/human resources, founder of Bidmoni Inc (technology services), refers for tax services, is an advisory representative of an RIA, owns Daigle RV LLC (travel/transportation services), and is the founder of Knew Era LLC (referrals). He dedicates full-time hours as an advisory representative of an RIA.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 11 mos
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 11 mos
Previous Registrations
LPL Financial LLC
July 2020 - December 2023 · 3 yrs 5 mos
LPL Financial LLCBroker
July 2020 - December 2023 · 3 yrs 5 mos
Bidmoni
June 2020 - June 2020 · 0 mos
Bidmoni
October 2018 - July 2019 · 9 mos
Gwn Securities INC.
January 2018 - October 2018 · 9 mos
Gwn Securities INC.Broker
June 2016 - December 2019 · 3 yrs 6 mos
PFS Investments INC.Broker
March 2008 - June 2016 · 8 yrs 3 mos
State Registrations7 states
CAFLMSNYOHPATX
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.
Stephen Daigle - Financial Advisor | TrueAdvisor