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Philip M

Series 63, Series 65

New Iberia, LA

LPL Financial

Philip Mayeux is a financial advisor with LPL Financial based in New Iberia, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Chase Investment Services Corp. from 2008 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by operational tools and extensive non-advisory financial services.

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

Series 63

New Iberia, LA

LPL Financial

Joseph Regard is a financial advisor with LPL Financial based in New Iberia, Louisiana. He holds a Series 63 designation and has 45 years of industry experience, including over 40 years at Linsco/Private Ledger Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, 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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