Linda L. Deane

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CRD#: 300092

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Laborde Deane, AIF®, CFP®, who also goes by Linda Jean Laborde, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 1973. Linda had worked at 10 firms and has passed the Series 65, Series 63, PC, Series 5, Series 1 and Series 8 exams.

Biography

Linda Laborde Deane loves South Louisiana - its history, its magnificent architecture, and most importantly, its people. She spends many weekends volunteering as a walking tour guide of the French Quarter for the Friends of the Cabildo - sharing a lifetime of knowledge, stories, and insights.

Her approachable, animated and personalized style as a tour leader is a by-product of over forty years of skillfully guiding her clients into and through a successful retirement.

Linda and her husband, Bob, a maritime attorney, are both natives of New Orleans and alumni of LSU. They share a common love of travel to intriguing parts of the world.

Paring a step-by-step financial strategy and over four decades of experience with conservative investment recommendations, Linda has earned national recognition as a Certified Financial Planner and Retirement Specialist. She is the founder and president of Deane Retirement Strategies, Inc., and is frequently quoted by both local and national media. Linda was a watchdog for her profession, having previously served as Chairman of the National CFP Board of Ethics and Professional Review.

A true pioneer and leader in the financial planning industry, Linda is the nation's 100th credentialed CFP. Her expertise extends to also being credentialed as a Certified Retirement Counselor (CRC); Accredited Investment Fiduciary (AIF); and a NAPFA Registered Financial Advisor (Fee-Only Advisor). Additionally, she is a member of the Financial Planning Association (FPA) since the organizations founding. Her knowledge of all these disciplines is utilized when helping her clients achieve financial peace of mind and the freedom to enjoy life.

Question & Answer

What are your service offerings?

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Retirement Income Management

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Aliases

Linda Jean Laborde

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1981

Experience

Past

September 6, 2007 - November 21, 2023

DEANE RETIREMENT STRATEGIES, INC.

RIA

CRD#: 127096

NEW ORLEANS, LA

Past

March 5, 1993 - August 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW ORLEANS, LA

Past

March 24, 1986 - March 5, 1993

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 25, 1979 - March 27, 1986

LEHMAN BROTHERS INC.

CRD#: 7506

Past

January 18, 1978 - June 25, 1979

LOEB PARTNERS

CRD#: 7534

Past

May 4, 1977 - January 18, 1978

LOEB RHOADES & CO. INC.

CRD#: 7502

Past

August 27, 1976 - June 19, 1977

BACHE HALSEY STUART INC.

CRD#: 7238

Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

CRD#: 7058

Past

September 26, 1974 - February 27, 1976

BACHE & CO., INCORPORATED

CRD#: 66

Past

July 20, 1973 - September 1, 1974

STEINER, ROUSE & CO., INC.

CRD#: 787

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".

DEANE RETIREMENT STRATEGIES, INC.

DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.

CRD#: 127096 / SEC#: 801-68307

RIA

Registered Investment Advisory firm - (9/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (5/29/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 5/12/1986

AMEX Put and Call Exam

General Industry/Product Exam

Series 5

Date: 10/17/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 1

Date: 7/18/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/18/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

DEANE RETIREMENT STRATEGIES, INC.

DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.

CRD#: 127096 / SEC#: 801-68307

RIA

Registered Investment Advisory firm - (9/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (5/29/2008 Terminated)

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Contact information

Main Address

2065 Energy Centre 1100 Poydras Street, New Orleans, LA 70163

Mailing Address

Phone number

(504) 582-2345

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 216,338,935

Red Flags

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Contact information

(xxx) xxx-xxxx

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Linda L. Deane

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

LEHMAN BROTHERS INC.

LOEB PARTNERS

LOEB RHOADES & CO. INC.

BACHE HALSEY STUART INC.

BACHE & CO INCORPORATED

BACHE & CO., INCORPORATED

STEINER, ROUSE & CO., INC.

Primary Firm SEC Registration

DEANE RETIREMENT STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/1996

Series 63

Date: 7/15/1980

PC

Date: 5/12/1986

Series 5

Date: 10/17/1981

Series 1

Date: 7/18/1973

Series 8

Date: 5/18/1992

Current Firm

DEANE RETIREMENT STRATEGIES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEANE RETIREMENT STRATEGIES, INC.

TRUST BUT VERIFY

Contact information

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