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Rebecca Laiche

12 Years of Experience
New Orleans, LA
Broker

Rebecca Laiche is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 12 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

909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2013 - July 2017 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2013 - July 2017 · 4 yrs
State Registrations17 states
ALAZCACOFLILINLAMDMOMSNJNYSCTXVAWY
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.
Rebecca Laiche - Financial Advisor | TrueAdvisor