JL
CFP
JL
CFP

James Labrecque

6 Years of Experience
Richardson, TX
Broker

James Labrecque is a CFP-designated registered investment advisor, based in Richardson, TX, with 6 years of industry experience.

Location

2600 N Central Expy #750, Richardson, TX, 75080

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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

James works full-time as a financial planner and investment advisor through Kestra Investment Services and Kestra Advisory Services. He also spends about half his time as a tax preparer and financial planner for WDW Tax Services.

Employment History
Current Registrations
Kestra Advisory Services, LLC
March 2025 - Present · 1 yr 4 mos
Kestra Investment Services, LLCBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Avantax Advisory Services
September 2019 - February 2025 · 5 yrs 5 mos
Avantax Investment Services, INC.Broker
August 2019 - February 2025 · 5 yrs 6 mos
State Registrations7 states
AZCAMAMNNMOHTX
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.
James Labrecque - Financial Advisor | TrueAdvisor