Lafayette, LA 1525 Camellia Blvd Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
1525 Camellia Blvd
Lafayette LA 70508
Advisors at this office
4
Advisors at this office
Steven B
Series 63, Series 65
Lafayette, LA
LPL Financial
Steven Barbosa is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Osaic Wealth Inc, Royal Alliance, and Northwestern Mutual entities. Barbosa is a business owner of Barbosa Holdings LLC, which he uses for tax and investment 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 financial planning and investment management solutions through a large network of investment adviser representatives.
Jennifer V
Series 66
Lafayette, LA
LPL Financial
Jennifer Venable is a financial advisor with LPL Financial based in Lafayette, LA, holding a Series 66 designation and 29 years of industry experience. Her prior work includes over two decades at Wealth Advisors, LLC and Royal Alliance Associates, Inc. Outside of advising, she owns Collins Cattle Farm LLC, an agricultural business. 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.
Nolan V
Series 63, Series 66
Lafayette, LA
LPL Financial
Nolan Venable is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Prior to joining LPL Financial in 2024, he spent 20 years with Wealth Advisors, LLC and 27 years with OSAIC. Outside of his advisory role, he owns an insurance agency and a tax preparation firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, managed portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.
Dennis V
Series 65
Lafayette, LA
LPL Financial
Dennis Vallejo is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. He has worked with Insurance Advisors LLC since 2016. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technology tools.
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