JB
Jeanne H. Badeaux-carnline
RETIREMENT PLAN ADVISORS
ALEXANDRIA, LA
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CRD#: 1443982
JB
Professional summary
Jeanne H. Badeaux-carnline, who also goes by Jeanne H Badeaux, Jeanne Helene Badeaux, Jeanne Helene Badeaux-carnline, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Alexandria, Louisiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Alexandria, Louisiana.
Jeanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeanne has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanne H Badeaux | Jeanne Helene Badeaux | Jeanne Helene Badeaux-Carnline
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JEANNE BADEAUX CARNLINE, 1104 ROYCE DR, ALEXANDRIA, LA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 12/15/90, NIR, 2 HR/WK- 2/TRADING HR. 2) OMEGA CONSULTANTS INC PO BOX 6794 ALEXANDER, LA 71307. BEGAN 8/2/2004 AS CONTACT PUBLISHERS AND AGENT FOR THE SAME OF MANUSCRIPTS. NO MANUSCRIPT IS SECURITIES RELATED. THEY ARE FOR CHILDREN'S, FANTASY, SCIENCE FICTION AND AUTOBIOGRAPHY STORIES. THESE STORIES ARE WRITTEN BY MY SISTER, MOTHER AND GRANDFATHER. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. DEVOTES 30 HRS TRADING. 3) RED RIVER CHORALE BOARD OF DIRECTOR, 1101 4TH STREET, STE 201 ALEXANDRIA, LA 71301. BEGAN 8/19/13 AS BOARD MEMBER OF THE RED RIVER CHORALE. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. NONE DURING TRADING. NON-PROFIT ORGANIZATION. 4) JEANNE H CARNLINE, 1004 ROYCE DR, ALEXANDRIA , LA, DIRECTOR, PRODUCER/ACTOR, 11/26/2018. CO-PRODUCE AND ACT IN A YOUTUBE SITCOM. NIR-8/MO-0/TRADING. 5) LOYALTY CHAPTER, 273 MILLER RD, BOYCE, LA, DAUGHTERS OF THE AMERICAN REVOLUTION, 01/02/21, President, CONDUCT MEETINGS AND ATTEND MEETINGS, NIR, 4 HR/MO - 1 HR/MO TRADING. 6) RETIREMENT PLAN ADVISORS, 3218 EMERALD LN, STE C, JEFFERSON CITHY, MO, ADV REP OF A REGISTERED INV ADVISORS, RIA, 01/01/10, INV REL, 20 HR/WK- 15 TRADING HR.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanne H. Badeaux-carnline's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2008 - Present
RETIREMENT PLAN ADVISORS, LLC
RIA
CRD#: 122758
ALEXANDRIA, LA
Current
July 21, 2005 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ALEXANDRIA, LA
Past
September 28, 2006 - December 31, 2007
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
ALEXANDRIA, LA
Past
May 23, 2002 - July 18, 2005
SISUNG SECURITIES CORPORATION
BD
CRD#: 25752
METAIRIE, LA
Past
May 8, 2000 - May 20, 2002
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
KANSAS CITY, MO
Past
August 2, 1990 - March 31, 2000
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
February 9, 1987 - April 7, 1990
CAPITAL ONE INVESTMENTS, LLC
BD
CRD#: 17526
NEW ORLEANS, LA
Past
April 25, 1986 - August 7, 1986
WALL STREET ACCESS
BD
CRD#: 10012
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/3/2023)
RR
Louisiana(7/25/2005)
IAR
Louisiana(1/4/2008)
RR
Texas(1/4/2021)
IAR
Texas(1/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29 E. Madison St. Suite 500, Chicago, IL 60602-3205
Mailing Address
Phone number
(312) 701-1100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,148 |
| AUM (Assets Under Management) | $ 1,882,191,054 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
