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Leonard Charles Labiche

LPl Financial LLC

New Orleans, LA

Metairie, LA

CRD 3237411

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2006-08-24
TX RA APPROVED 2006-08-16
  • LA RA
    APPROVED
    Since 2006-08-24
  • TX RA
    APPROVED
    Since 2006-08-16

Branch Locations

1321 Hickory Ave, Suite 100, New Orleans, LA 70123 • United States

Metairie, LA • 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
Lpl Financial Llc New Orleans LA 08/2006 Present
Previous Registrations
Other Businesses

(1) 06/22/2006: Bertucci & Labiche Private Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Bertucci & Labiche Private Wealth Management LLC - INV REL - At Reported Business Location(s) (2) 07/12/2016: Retirement Planning Partners - DBA for LPL Business (entity for LPL business) - Retirement Planning Partners - INV REL - Start 07/15/2016 - 1321 Hickory Ave Suite 100 New Orleans LA 70123, 1707 Chantilly Dr Suite B Laplace LA 70068 - This name will be used for signage to identify our office as well as our non-osj office. Advisors within the office will continue to use their own respective approved LPL DBA. This new name will provide us and identity to all work together and or market as a group. - 0 Hr/Mo. (3) 1/13/2017: Bertucci and Labiche Properties, LLC - Investment Related - 1321 Hickory Avenue, New Orleans, LA 70123 - Real Estate Rental - Started 02/05/2015 - 2 Hours Per Month/0 Hours During Securities Trading. (4) 06/16/2022 - LABICHE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/10/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. (5) 08/05/2022- 256 Partners LLC - Not Investment Related- 9 islenos key St. Bernard LA 70085- Other - Personal LLC- Start Date- 06/17/2020- 0 Hours Per Month/ 0 Hours During Securities Trading (6) 04/29/2023 - LTCE PROPERTIES LLC - Investment Related - ST FRANCISVILLE, LA - Other - LLC Personal Real Estate Holding - Owner - Start Date 06/06/2022 - 0 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-11-18
  • S66 Uniform Combined State Law Examination
    1999-11-18
Other Names
  • Lenny Labiche
  • Leonard C (Jr) Labiche

View on SEC IAPD

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