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Jarrod L

Series 63, Series 65

Lafayette, LA

LPL Financial

Jarrod Lege is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates Jarrod Lege Consulting LLC, a business used for commission and payroll purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shelley M

CFP®, Series 63

Lafayette, LA

LPL Financial

Shelley Moncrief is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2015. She previously worked at Capital One Financial Advisors and Capital One Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and platforms supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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