VL
CFP
VL
CFP

Victoria Leblanc

10 Years of Experience
Stuart, FL
Broker

Victoria Leblanc is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stuart, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2081 SE Ocean Blvd, Suite 1B, Stuart, FL, 34996

Get directions

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.

Learn about disclosures →
Other Business Activities

Victoria is a Certified Divorce Financial Analyst, dedicating a few hours per week to this activity. She also works as an Associate/Employee and Practice Manager for J2 Financial Services, LLC, taking about half of her time, and as an Associate/Employee for Stuart Advisors, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Apw Capital, INC.Broker
January 2019 - June 2019 · 5 mos
Raymond James Financial Services Advisors, INC
September 2016 - November 2018 · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2015 - November 2018 · 3 yrs 1 mo
State Registrations38 states
ALAZCACOCTDEFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNENJNVNYOHORPARISCTNTXUTVAWAWIWV
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.