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Jeremy R

ChFC®, Series 63, Series 65

Baton Rouge, LA

LPL Enterprise

Jeremy Robicheaux is a financial advisor with LPL Enterprise LLC in Baton Rouge, LA, holding a ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including previous roles at Edward Jones, New York Life, and Eagle Strategies. He is also involved in managing Coastal Louisiana Insurance, LLC, a property and casualty insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party managers, and an affiliated insurance agency.

Tax-loss harvesting
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