Best Investors Account Sign in

Alexis Hart Carrasquel

LPl Financial LLC

Zachary, LA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-03-24
VA RA APPROVED 2025-03-22
  • LA RA
    APPROVED
    Since 2025-03-24
  • VA RA
    APPROVED
    Since 2025-03-22

Branch Locations

1496 E Plains Port Hudson Rd, Zachary, LA 70791-6106 • 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
Bon Vue Wealth Managment - Dba For Lpl Zachary LA 08/2024 Present
Zachary Community Schools - Rollins Place Elementary School Zachary LA 08/2022 05/2024
East Baton Rouge Public Library - Zachary Branch Zachary LA 08/2023 Present
East Baton Rouge Parish Schools - Belfair Montessori Magnet Baton Rouge LA 08/2013 07/2022
East Baton Rouge Parish Library - Zachary Branch Zachary LA 06/2021 12/2022
East Baton Rouge Parish Library - Zachary Branch Zachary LA 05/2010 12/2018
Gladstone Wealth Partners Zachary LA 02/2026 Present
  • 08/2024 → Present
    Bon Vue Wealth Managment - Dba For Lpl
    Zachary, LA
  • 08/2022 → 05/2024
    Zachary Community Schools - Rollins Place Elementary School
    Zachary, LA
  • 08/2023 → Present
    East Baton Rouge Public Library - Zachary Branch
    Zachary, LA
  • 08/2013 → 07/2022
    East Baton Rouge Parish Schools - Belfair Montessori Magnet
    Baton Rouge, LA
  • 06/2021 → 12/2022
    East Baton Rouge Parish Library - Zachary Branch
    Zachary, LA
  • 05/2010 → 12/2018
    East Baton Rouge Parish Library - Zachary Branch
    Zachary, LA
  • 02/2026 → Present
    Zachary, LA
Previous Registrations
Other Businesses

1- 12/2024 / Bon Vue Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 08/5/2024 2- 02/2026 - Gladstone Institutional Advisory - DBA: (Hybrid) BonVue Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/02/2026 - 80 Hours/mnth during Trading - I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity in 02/2026. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • Alexis Virginia Hart
  • Alexis Carrasquel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Zachary, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor