Belle Chasse, LA Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
8558 Highway 23 Ste 1
Belle Chasse LA 70037
Advisors at this office
5
Advisors at this office
Whitney B
Series 66
Belle Chasse, LA
LPL Financial
Whitney Braddock is a financial advisor with LPL Financial, holding the Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, she spent ten years with Diagnostic Imaging Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Brennan M
Series 66
Belle Chasse, LA
LPL Financial
Brennan Molin is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including work at Nielsen Investments and roles related to accounting at Louisiana State University. Outside of his advisory work, he is involved as a coach with First Tee, a youth development organization focused on sports and fitness. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.
Clinton C
CFP®, Series 66
Belle Chasse, LA
LPL Financial
Clinton Coldren is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation and the Series 66 license. His career includes roles at Raymond James Financial Services, IMPERA Wealth Management, and Financial Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.
David N
Series 63
Belle Chasse, LA
LPL Financial
David Nielsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with National Planning Corp. Nielsen is also the owner of Nielsen Marine Services LLC, a business unrelated to investment advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Robert F
Series 63
Belle Chasse, LA
LPL Financial
Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Before joining LPL Financial in 2017, he spent 16 years at National Planning Corporation. In addition to his advisory work, he has been involved with Design the Planet since 1998, providing strategic planning, graphic design, and brand marketing consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.
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