Little Canada, MN Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 967 offices

Location

2864 Middle Street, Suite 200

Little Canada MN 55117

Advisors at this office

2

Advisors at this office

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Zachary T

Series 66

Little Canada, MN

Equitable Advisors

Zachary Turcotte is a financial advisor with Equitable Advisors in Little Canada, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with Axa Advisors, LLC for a decade. Outside of his advisory work, Turcotte is a partner in Fantasy Golf Insider, a venture related to fantasy sports. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Rory C

Series 63, Series 65

Little Canada, MN

Equitable Advisors

Rory Cardinal is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2009, previously associated with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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