Courtney Suire Guidry

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

• 06/2020 → Present
  Lpl Financial Llc
  Breaux Bridge, LA
• 08/2014 → 05/2020
  University Of Louisiana At Lafayette
  Lafayette, LA

Other Businesses

1) 07/25/2023 - Potier Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-07

Other Names

• Courtney Ann Suire