Kori David Comeaux

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:

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

Current Employers

Employment History

• 08/2016 → 09/2019
  Home Bank
  Lafayette, LA
• 06/2018 → 09/2019
  Hb Financial
  Lafayette, LA
• 06/2018 → 09/2019
  Lpl Financial
  Lafayette, LA
• 09/2019 → Present
  Edward Jones
  St.LOuis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29

Designations

• Certified Financial Planner

Other Names

• Kori Michelle David