Case Terrebonne
Case Terrebonne is a registered investment advisor at LPL Financial LLC, based in Cut Off, LA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
135 Highway 3161, Cut Off, LA, 70345
Get directionsHistory
Regulatory History (2)
Financial
August 2018Judgment / Lien
September 2017Other Business Activities
Case is the owner of Terrebonne Wealth Management, Awe Sha Boutique, Galiano Wealth Management Group, TWMG Automotive, and Rhea Lana's of Houma-Thibodaux. He also works for Marriot International, spending about a quarter of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 states
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.