Philip Bryan Mayeux

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Lpl Financial, Llc
  New Iberia, LA

Previous Registrations

• 2008-01-31 → 2009-11-24
  Chase Investment Services Corp.
  New Iberia, LA
  New Iberia, LA
  New Iberia, LA
  New Iberia, LA

Other Businesses

1. 11/26/2018 - Mayeux Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/22/2018 - 1 Hour Per Month During Securities Trading. 2. 2/19/2020 - Mayeux Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/22/2018 - 1 Hour Per Month During Securities Trading. 3. 10/31/2024 - Quinn Lemoine Photography - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-29
• S63 Uniform Securities Agent State Law Examination
  1999-08-26

Other Names

• Phil Mayeux
• Philip Mayeux