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Ivan Fernando Lafrance

Osaic Wealth, Inc.

Lafayette, LA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-06-14
  • LA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1007 Saint John St, Lafayette, LA 70501-6711 • 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
Securities America, Inc. Lafayette LA 08/2003 06/2024
Securities America Advisors, Inc. Lafayette LA 08/2003 06/2024
Ivan F. Lafrance, Chfc Lafayette LA 01/1996 Present
Osaic Wealth, Inc. Lafayette LA 06/2024 Present
Osaic Wealth, Inc. Lafayette LA 06/2024 Present
  • 08/2003 → 06/2024
    Securities America, Inc.
    Lafayette, LA
  • 08/2003 → 06/2024
    Securities America Advisors, Inc.
    Lafayette, LA
  • 01/1996 → Present
    Ivan F. Lafrance, Chfc
    Lafayette, LA
  • 06/2024 → Present
    Lafayette, LA
  • 06/2024 → Present
    Lafayette, LA
Previous Registrations
  • 2003-08-20 → 2024-06-14
    Securities America Advisors, Inc.
    Lafayette, LA
Other Businesses

RETIREMENT RESOURCES OF LA POSITION: Rep NATURE: INSURANCE SALES - PRESIDENT - INVESTMENT RELATED - START DATE: 10/1982 - LOCATED AT 1007 ST. JOHN STREET, LAFAYETTE, LA 70501, United States 25% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1982 ADDRESS: 1007 STJOHN ST, LAFAYETTE LA 70501, United States DESCRIPTION: don't do much of this business anymore. mostly service current clients who have these products with the firm. RETIREMENT RESOURCES OF LA POSITION: partner/ rep NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - INVESTMENT REALTED - START DATE: 08/2003 - LOCATED AT 1007 ST. JOHN STREET, LAFAYETTE, LA 70501, United States 25% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 08/01/2003 ADDRESS: 1007 ST JOHN ST, LAFAYETTE LA 70501, United States DESCRIPTION: solict and service managed Opps platform via SAA

Designations

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