Lynn Derouen (CRD# 3066288) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 19 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 4170771
Advantage Wealth Management, LLC
CRD# 1999696
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | New Iberia, LA | Jan 2000 - Current | 24 |
| Avantax Insurance Agency, LLC | New Iberia, LA | Jan 1999 - Current | 25 |
| Avantax Investment Services, Inc. | New Iberia, LA | May 1998 - Current | 25 |
| Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap | New Iberia, LA | Oct 1977 - Current | 46 |
| Lynn A. Derouen Aplc (f/k/a Derouen & Wattigny, Ap | New Iberia, LA | Oct 1977 - Current | 46 |
| Community First Bank | New Iberia, LA | May 1999 - Feb 2022 | 22 |
| Derouen & Wattigny, Aplc | New Iberia, LA | Dec 1995 - Sep 2015 | 19 |
| Hd Vest Insurance | New Iberia, LA | Jan 1999 - Sep 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
- LA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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