Sonny Blanchard, financial advisor Richmond TX

Sonny Blanchard

CRD 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.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
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

Sonny Blanchard has no recent exams reported.
Contact Info for Sonny M. Blanchard
Phone Number: 346-239-1400
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $57,087
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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