LL
Leo A. Labourdette
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
MANDEVILLE, LA 70471
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CRD#: 1663857
LL
Professional summary
Leo Alvin Labourdette JR, CFP® is a registered financial advisor currently at MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC located in Mandeville, Louisiana and OSAIC WEALTH, INC. located in Mandeville, Louisiana.
Leo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Leo has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) INDEPENDENT RIA: MARTIN AND ASSOCIATES, INVESTMENT RELATED, 594 ASBURY DR. STE B MANDEVILLE, LA 70471, IAR, NOVEMBER 6, 2009, 80 HR MTH, 4 HRS DURING TRADING HRS, PORTFOLIO MANAGEMENT AND SECURITIES SALES. 2) MARTIN-LABOURDETTE REAL ESTATE HOLDINGS, LLC; Co-Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015; 102 Fontainbleau Dr, Bldg E-1, Mandeville LA 70471; DESCRIPTION: Maintaing LLC checking account. 3) LEO LABOURDETTE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1987 ADDRESS: 102 Fontainbleau Dr. Bldg E-1, Mandeville LA 70471, United States DESCRIPTION: Life and Fixed annuity sales 4)40 LABOURDETTE FINANCIAL SERVICES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2007 ADDRESS: 102 Fontainbleau Dr. Blgg E-1, Mandeville LA 70471, United States DESCRIPTION: This is my DBA name. 5) MARTIN AND ASSOCIATES POSITION: IAR NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/06/2009 ADDRESS: 102 Fontainbleau Dr, Bldg E-1, Mandeville LA 70471, United States DESCRIPTION: portfolio mangement and securities sales
CRS (Client Relationship Summary) - RIA
Click below to view Leo Alvin Labourdette JR'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®
Experience
Current
November 10, 2009 - Present
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
Office #1: 594 Asbury Dr. Suite B, Mandeville, LA 70471RIA
CRD#: 110644
MANDEVILLE, LA
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 102 Fontainbleau Drive Bldg E-1, Mandeville, LA 70471RIA
BD
CRD#: 23131
MANDEVILLE, LA
Past
October 30, 2009 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
MANDEVILLE, LA
Past
February 14, 1995 - October 30, 2009
INVESTACORP, INC.
BD
CRD#: 7684
METAIRIE, LA
Past
January 23, 1995 - February 14, 1995
INVESTACORP, INC.
BD
CRD#: 7684
Past
February 8, 1991 - February 23, 1995
MERIDIAN, DUNHILL & CO., INC.
BD
CRD#: 15294
Past
May 21, 1987 - February 8, 1991
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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
Alabama(11/3/2023)
RR
California(11/3/2023)
RR
Colorado(11/3/2023)
RR
Florida(11/3/2023)
IAR
Louisiana(11/10/2009)
RR
Louisiana(11/3/2023)
RR
Mississippi(11/3/2023)
RR
Nevada(11/3/2023)
RR
North Carolina(11/3/2023)
RR
Ohio(11/3/2023)
RR
South Carolina(11/3/2023)
RR
Tennessee(11/3/2023)
RR
Texas(11/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
M&
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC | RICHARD PAUL MARTIN | NETWORK 401(K) | MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES, LLC
CRD#: 110644 / SEC#: 801-57034
RIA
Registered Investment Advisory firm - (5/8/2003 Terminated)Louisiana
Registered Investment Advisory firm - (5/29/2003 Approved)Texas
Registered Investment Advisory firm - (5/20/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
102 Fontainbleau Drive Bldg. E-1, Mandeville, LA 70471
Mailing Address
Phone number
(985) 792-7879
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 63,708,998 |
Red Flags
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Company Information
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
CRD#: 110644Mandeville, LA 70471TRUST BUT VERIFY
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