CL
Cherie E. Laiche
KESTRA ADVISORY SERVICES
Baton Rouge, LA 70808
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CRD#: 4418079
CL
Professional summary
Cherie E Laiche, who also goes by Cherie Elizabeth Hidalgo, Cherie Hidalgo Laiche, Cherie Hidalgo Laiche, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Baton Rouge, Louisiana and KESTRA INVESTMENT SERVICES, LLC located in Baton Rouge, Louisiana.
Cherie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Cherie has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cherie Elizabeth Hidalgo | Cherie Hidalgo Laiche | Cherie Hidalgo Laiche
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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2 Ste. 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Providing Advisory Services to clients. Business Name: St. Mary Parish Library Board of Control Investment Related: No Address: 206 Iberia Street Franklin LA 70538 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Currently Library Board of Control Chairperson Start Date: 3/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Responsible for reviewing and accepting the Library's Budget. Work with the Library Director to oversee the buildings and the library catalogs. Business Name: Morgan City Rotary Club Investment Related: No Address: P O Box 2171 Morgan City LA 70381 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 10/1/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Student interaction, picking up students to attend weekly meetings, scheduling students for annual RYLA camp, organizing and distribution of scholarship packets. Business Name: Centura Advisors Investment Related: Yes Address: 6421 Perkins Road, Suite 1A Baton Rouge LA 70808 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Providing Securities and Advisory Services to clients. Business Name: Rotary District 6200 Investment Related: No Address: 2266 S. College Road, Suite C, Lafayette LA 70508 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Serving as Assistant District Governor for Rotary District 6200, Region encompassing Morgan City, Franklin and Thibodaux, LA. Start Date: 7/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As an Assistant District Governor my primary role is to assist the District Governor with administering the assigned area Rotary Clubs (Morgan City, Franklin, and Thibodaux) and ensure the Rotary Club's effectiveness. Business Name: CENTURA BENEFITS SOLUTIONS, LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2023 ADDRESS: 6421 Perkins Road, Suite 2B, Baton Rouge LA 70808, United States DESCRIPTION: Write health insurance and worksite products for small groups
CRS (Client Relationship Summary) - RIA
Click below to view Cherie E Laiche'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
July 1, 2020 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6421 Perkins Rd. Bldg. A, Ste. 1a, Baton Rouge, LA 70808RIA
CRD#: 283330
Baton Rouge, LA
Current
July 1, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808BD
CRD#: 42046
Baton Rouge, LA
Past
October 25, 2019 - April 11, 2022
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - July 20, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MORGAN CITY, LA
Past
December 21, 2012 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
MORGAN CITY, LA
Past
December 20, 2012 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
MORGAN CITY, LA
Past
January 12, 2007 - January 2, 2013
EDWARD JONES
RIA
CRD#: 250
MORGAN CITY, LA
Past
August 21, 2001 - January 2, 2013
EDWARD JONES
BD
CRD#: 250
MORGAN CITY, LA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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
Arizona(4/22/2024)
RR
Louisiana(7/1/2020)
IAR
Louisiana(7/1/2020)
RR
Pennsylvania(2/3/2023)
RR
Texas(7/1/2020)
RR
Washington(7/1/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Baton Rouge, LA 70808TRUST BUT VERIFY
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