Ivan Fernando Lafrance

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Osaic Wealth, Inc.
  Lafayette, LA
• 06/2024 → Present
  Osaic Wealth, Inc.
  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

• Chartered Financial Consultant