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Kaitlyn Leblanc

7 Years of Experience
Daphne, AL
Broker

Kaitlyn Leblanc is a registered investment advisor, based in Daphne, AL, with 7 years of industry experience.

Location

1712 U.S. Highway 98, Daphne, AL, 36526

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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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Other Business Activities

Kaitlyn serves as the Vice President on the board of the Eastern Shore Business Network, keeping track of referrals. She also acts as a successor trustee and 25% owner of the Bart and Emily Leblanc Living Trust, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2022 - Present · 3 yrs 6 mos
Cetera Investment Services LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2021 - November 2022 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2021 - November 2022 · 1 yr 9 mos
Edward Jones
June 2018 - February 2021 · 2 yrs 8 mos
Edward JonesBroker
May 2018 - February 2021 · 2 yrs 9 mos
State Registrations7 states
ALFLGALAMSTXWY
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.