Toby Lafont (CRD# 2907104) is an Investment Advisor Representative working at Cwm, LLC in Thibodaux, LA and has over 26 years of experience in the finance industry.
CRD# 3188014
Ameriprise Financial Services, LLC
CRD# 6285199
Osaic Wealth, Inc.
CRD# 5736703
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks | El Segundo, CA | Mar 2019 - Current | 5 |
Cwm, Llc Dba Carson Group Partners | Thibodaux, LA | Mar 2019 - Current | 5 |
Colonel Properties, LLC | Thibodaux, LA | Nov 2017 - Current | 6 |
Lafont & Associates | Thibodaux, LA | Apr 2003 - Current | 21 |
Lpl Financial LLC | New Orleans, LA | Apr 2003 - Apr 2019 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
- LA
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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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