DP
ChFC
DP
ChFC

Delricki Prudhomme

3 Years of Experience
Lake Charles, LA
1 DisclosureBroker

Delricki Prudhomme is a ChFC-designated registered investment advisor at Edward Jones, based in Lake Charles, LA, with 3 years of industry experience. Delricki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

608 Parish Rd Suite 200, Lake Charles, LA, 70611

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History

Regulatory History (1)
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Financial
March 2024
Final
Other Business Activities

Delricki owns Del's Fitness & Supplements LLC, an online and gym cooler sales business, since 2014. He spends a few hours per week processing orders, maintaining the website and inventory, and restocking a local gym cooler.

Employment History
Current Registrations
Edward Jones
August 2022 - Present · 3 yrs 11 mos
Edward JonesBroker
July 2022 - Present · 4 yrs
State Registrations12 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.