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Credentials
Series 66
Experience Industry experience
12 years
Location
Wewahitchka, FL
LPL Financial
Institution
Suzanne Bordeaux is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
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.
Wewahitchka, FL
Wewahitchka FL
Advisors at this office
1
Florida · Tennessee
12 years of industry experience
Webster Bank
2026 - Present • 1 year
Wewahitchka, FL
LPL Financial LLC
2024 - Present • 2 years
Port, FL
Unemployed
2024 - 2024 • 1 year
Wewahitchka, FL
Wells Fargo Clearing
2021 - 2024 • 3 years
Panama City, FL
WELLS FARGO Advisors, LLC
2017 - 2021 • 4 years
Pensacola, FL
Wells Fargo clearing services llc
2004 - 2017 • 13 years
La Jolla, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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