Best Investors Account Sign in

Wendy D Bourque

Edward Jones

New Iberia, LA

CRD 4190899

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-20
LA RA APPROVED 2017-10-06
  • TX RA
    APPROVED
    Since 2018-12-20
  • LA RA
    APPROVED
    Since 2017-10-06

Branch Locations

201 Fulton St, New Iberia, LA 70560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones New Iberia LA 05/2000 12/2024
Edward Jones St. Louis MO 12/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-05
  • S66 Uniform Combined State Law Examination
    2017-10-05
Other Names
  • Wendy D Seneca
  • Wendy M Duplechin
  • Wendy Duplechin-Seneca
  • Wendy Marie Duplechin
  • Wendy M. Seneca

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Nearby Investors

GERALD ALPHONSE BEAULLIEU
KENNETH STANSBURY
Chase Robert Buteaux

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NEW IBERIA, LA
CETERA INVESTMENT ADVISERS LLC · NEW IBERIA, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Iberia, LA

More in New Iberia, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor