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Alexandre Theriot

36 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

200 East Morris Avenue, Hammond, LA, 70403

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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

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
March 2024 - Present · 1 yr 11 mos
Newedge Advisors
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2011 - April 2024 · 12 yrs 4 mos
Wells Fargo Advisors
December 2011 - April 2024 · 12 yrs 4 mos
Wells Fargo Advisors, LLC
March 2009 - December 2011 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2011 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
April 1995 - January 2008 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - April 1995 · 5 yrs 6 mos
State Registrations18 states
ALAZCACOCTFLGAKYLAMAMSNCNJNVNYOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandre Theriot - Financial Advisor | TrueAdvisor