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Philip Ledet

8 Years of Experience
Lafayette, LA
Broker

Philip Ledet is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, LA, with 8 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
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Location

300 Rue Beauregard, Suite E, Lafayette, LA, 70508

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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 Financial Services, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLC
February 2020 - June 2022 · 2 yrs 4 mos
Stratos Wealth Partners, LTD
February 2020 - May 2022 · 2 yrs 3 mos
LPL Financial LLCBroker
February 2020 - June 2022 · 2 yrs 4 mos
Voya Financial Advisors, INC.
May 2018 - February 2020 · 1 yr 9 mos
Voya Financial Advisors, INC.Broker
August 2017 - February 2020 · 2 yrs 6 mos
State Registrations17 states
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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.
Philip Ledet - Financial Advisor | TrueAdvisor