Connor Duplessis (CRD# 7508255) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 2 years of experience in the finance industry. Connor Duplessis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Second Line Capital, LLC | Metairie, LA | May 2023 - Current | 1 |
| Faubourg Private Wealth | New Orleans, LA | Feb 2022 - May 2023 | 1 |
| Antioch Community Church Of Greater New Orleans | New Orleans, LA | Mar 2018 - Dec 2022 | 4 |
| Unemployed | Baton Rouge, LA | Jan 2018 - Feb 2018 | < 1 |
| Lumpkin Agency | Baton Rouge, LA | Jun 2015 - Dec 2017 | 2 |
| Lumpkin Agency | Baton Rouge, LA | May 2014 - May 2015 | 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- LA
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Total Assets Under Management402MILLIONS
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Total Number of Accounts1,911ACCOUNTS
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Average Account Value$210,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, LA, MI, MS, TX, VA
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