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Toni L. Ladnier
TONI L. LADNIER, CPA LLC
ST. FRANCISVILLE, LA 70775
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CRD#: 6302343
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Professional summary
Toni L Ladnier is a registered financial advisor currently at TONI L. LADNIER, CPA LLC located in St. Francisville, Louisiana.
Toni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Toni has worked at 1 firm .
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.
MIA SOPHIA FLORIST
NON-INVESTMENT RELATED
5951 COMMERCE STREET
ST. FRANCISVILLE, LA 70775
FLORIST AND GIFT SHOP
PARTNER
MARCH 2012
10 HOURS PER MONTH DEVOTED IN TOTAL
ZERO HOURS DURING TRADING HOURS
ACCOUNTING DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Toni L Ladnier'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
June 14, 2018 - Present
TONI L. LADNIER, CPA LLC
Office #1: 11736 Ferdinand Street, St. Francisville, LA 70775RIA
CRD#: 293900
ST. FRANCISVILLE, LA
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.Highlighted states indicate IAR registrations
IAR
Louisiana(6/14/2018)
Exams
Current Firm
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TONI L. LADNIER, CPA LLC
TONI L. LADNIER, CPA LLC
CRD#: 293900 / SEC#:
Louisiana
Registered Investment Advisory firm - (6/14/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11736 Ferdinand Street, St. Francisville, LA 70775
Mailing Address
Po Box 2852, Saint Francisville, LA 70775-2852
Phone number
(225) 635-3845
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
TONI L. LADNIER, CPA LLC
CRD#: 293900St. Francisville, LA 70775TRUST BUT VERIFY
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