Ramona V Bellard

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

• 10/2012 → 07/2022
  Lpl Financial Llc
  Lafayette, LA
• 10/2023 → 01/2024
  Lpl Financial
  Lafayette, LA
• 07/2022 → 10/2023
  Unemployed
  Lafayette, LA
• 10/2023 → 01/2024
  Hibernia Wealth Partners, Llc
  Baton Rouge, LA
• 05/2024 → 12/2024
  Meche & Associates
  Lafayette, LA
• 11/2024 → 12/2024
  Meche And Associates Llc
  Lafayette, LA
• 01/2024 → 05/2024
  Unemployed
  Lafayette, LA
• 01/2025 → Present
  Lpl Financial Llc
  Mundelein, IL

Previous Registrations

• 2024-12-19 → 2025-04-02
  Meche And Associates Llc
  Lafayette, LA
• 2023-10-10 → 2024-01-10
  Hibernia Wealth Partners, Llc
  Baton Rouge, LA
  Lafayette, LA

Other Businesses

1) 08/12/2025 - 15 Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/15/2025 - 30 Hrs/Mth - 30 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-14

Other Names

• Ramona Ann Veillon
• Ramona V Bellard
• Ramona Veillon Bellard
• Ramona V Bellard
• Ramona Ann Bellard
• Ramona V Bellard
• Ramona Bellard
• Ramona A Veillon
• Ramona V Bellard