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Val Gaylord Vogel

LPl Financial LLC

Kenner, LA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-11-29
  • LA RA
    APPROVED
    Since 2021-11-29

Branch Locations

1800 Williams Blvd Ste B, Kenner, LA 70062 • 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
Burns, Vogel And Associates Kenner LA 08/1983 Present
Voya Financial Advisors Kenner LA 09/2014 11/2021
Lpl Financial Llc Kenner LA 11/2021 Present
  • 08/1983 → Present
    Burns, Vogel And Associates
    Kenner, LA
  • 09/2014 → 11/2021
    Voya Financial Advisors
    Kenner, LA
  • 11/2021 → Present
    Lpl Financial Llc
    Kenner, LA
Previous Registrations
  • 2011-01-03 → 2021-11-30
    Voya Financial Advisors, Inc.
    Kenner, LA
    Metairie, LA
    Houston, TX
    Metairie, LA
    Nashville, TN
    Nashville, TN
  • 2006-06-22 → 2011-01-03
    Voya Financial Partners, Llc
    Kenner, MA
    Metairie, LA
    Kenner, LA
  • 2002-07-17 → 2006-06-08
    Tower Square Securities, Inc.
    Kenner, LA
    Kenner, LA
Other Businesses

1)11/29/2021 - Burns, Vogel and Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/1991 - 40 Hr/Mth 2)11/29/2021 - Burns, Vogel and Associates - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 09-1983 - 40 Hr/Mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-24
S63 Uniform Securities Agent State Law Examination 1996-12-17
  • S65 Uniform Investment Adviser Law Examination
    2008-06-24
  • S63 Uniform Securities Agent State Law Examination
    1996-12-17
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Katina Summers
Michael G Diaz
STEVEN OTTO MEDO
ALFREDO J MARTINEZ
CHARLES FREDERICK HIRLING
BRADLEY CHARLES HIRLING
Michael Paul Gautreau
Cole M Gautreau

Other Offices

EDWARD JONES · Kenner, LA
KG CAPITAL MANAGEMENT, LLC · KENNER, LA
ARKADIOS WEALTH ADVISORS · KENNER, LA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Metairie, LA
EDWARD JONES · METAIRIE, LA
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. · METAIRIE, LA
LPL FINANCIAL LLC · METAIRE, LA
EDWARD JONES · METAIRIE, LA

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