Sonny BlanchardCRD Number: 7026601
Current Firm: Blanchard Wealth Partners
Sonny Blanchard (CRD# 7026601) is an Investment Advisor Representative working at Blanchard Wealth Partners in Richmond, TX and has 1 year of experience in the finance industry. Sonny Blanchard 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Original Financial||Richmond, TX||Oct 2021 - Current||1|
|Blanchard Wealth Partners, LLC||Richmond, TX||Dec 2018 - Current||4|
|Blanchard Cpa, Pllc||Richmond, TX||Feb 2017 - Current||5|
|Heritage Wealth Management, Inc.||Houston, TX||Jun 2017 - Nov 2018||1|
|Briggs & Veselka||Houston, TX||Sep 2016 - Jun 2017||< 1|
|Grant Thornton LLP||Oaklahoma City, OK||Feb 2015 - Sep 2016||1|
|Beyer, Stagni & Company||Houma, LA||Dec 2013 - Feb 2015||1|
|Nicholls State University||Thibodaux, LA||Jan 2010 - May 2014||4|
|Amelia Belle Casino||Amelia, LA||Aug 2012 - Dec 2013||1|
Total Assets Under Management1MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$57,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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