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Frank Boyd Smith

Advisor at LPL Financial — Vacherie, LA

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Vacherie, LA 70090

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Frank Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Sorrento Pacific Financial, LLC for 20 years and has been affiliated with First American Bank and Trust for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services including financial planning, portfolio management, and retirement plan consulting.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Vacherie, LA

2785 Hwy 20 West

Vacherie LA 70090

Advisors at this office

2

Most active in

Louisiana · Texas

Work history

27 years of industry experience

LPL Financial

2025 - Present • 1 year

Vacherie, LA

Sorrento Pacific Financial, LLC

2005 - 2025 • 20 years

San Diego, CA

First American Bank And Trust

2003 - Present • 23 years

Vacherie, LA

New England Securities

2002 - 2003 • 1 year

New Orleans, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Keith G

ChFC®, Series 63

Laplace, LA

Ameritas Advisory Services, LLC

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Robert M

Series 63, Series 65

LaPlace, LA

Ameritas Advisory Services, LLC

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Tania L

Series 65, Series 63

Lutcher, LA

OSAIC

Tania Louque is a financial advisor at Osaic with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Absolute Financial Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using firm-provided portfolio construction tools and third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eugene F

Series 63, Series 66

Gonzales, LA

Edward Jones

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shane D

Series 63, Series 65

LaPlace, LA

Mass Mutual Investors Services

Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities, Inc. from 2006 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach with clients and firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Andrew K

Series 66

Laplace, LA

Edward Jones

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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