Alexandre Theriot is a registered investment advisor at LPL Financial LLC, based in Hammond, LA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 East Morris Avenue, Hammond, LA, 70403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexandre co-owns several business entities, primarily for tax and investment purposes, and a car wash and rental real estate. He dedicates full-time hours to Northshore Wealth Advisors and New Edge Advisors, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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