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Lori Hebert

LPl Financial LLC

Lafayette, 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 2026-02-02
TX RA APPROVED_RES 2026-02-02
  • LA RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED_RES
    Since 2026-02-02

Branch Locations

110 Rue Jean Lafitte Floor 1, Lafayette, LA 70508 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc. Jacksonville FL 07/1999 12/2023
Briley Consulting Group, Llc Lafayette LA 01/2025 Present
Unemployed Lafayette LA 01/2024 12/2024
Nicole M. Guidry, Estate Planning Attorney Abbeville LA 01/2025 05/2025
Lpl Financial, Llc Lafayette LA 01/2026 Present
  • 07/1999 → 12/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Jacksonville, FL
  • 01/2025 → Present
    Briley Consulting Group, Llc
    Lafayette, LA
  • 01/2024 → 12/2024
    Unemployed
    Lafayette, LA
  • 01/2025 → 05/2025
    Nicole M. Guidry, Estate Planning Attorney
    Abbeville, LA
  • 01/2026 → Present
    Lpl Financial, Llc
    Lafayette, LA
Previous Registrations
  • 2004-04-29 → 2024-01-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Ridgeland, MS
    Baton Rouge, LA
    Lafayette, LA
    Baton Rouge, LA
    Albany, GA
    Saint Augustine, FL
    Albany, GA
    Jacksonville, FL
    Jacksonville, FL
    New York, NY
    Lafayette, LA
    Lafayette, LA
Other Businesses

1) 01/29/2026 - Briley Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/20/2026 - Briley Consulting Group, LLC - Outside/W-2 Employment - Not Investment Related - Lafayette, LA - Start Date 09/01/2025 - 0 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-27
  • S66 Uniform Combined State Law Examination
    2004-07-27

View on SEC IAPD

Other Firms

PROSPERA FINANCIAL SERVICES, INC.
NEWEDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ
GARRETT ANDREW AHRENS
JASON A HABBIT
CORY FRANCIS FRUGE
PHILLIP SHAYNE FONTENOT
KEVIN JOSEPH SIMONEAUX

Other Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · Lafayette, LA
NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

More in Lafayette, LA

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