Emily
Poupart

Lpl Financial LLC

CRD#7366847
Investment Advisor
in Lafayette, LA

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About this Advisor

Emily Poupart is a financial advisor based in Lafayette, Louisiana, working with Lpl Financial LLC. Emily has previously held positions at Lpl Financial, Home Bank, Iberia Bank, Midsouth Bank, Dillard'S Inc, Leonard Guillory Painting, Home Depot, South Louisiana Community College, and University Of Louisiana At Lafayette. Emily has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Emily is part of Lpl Financial LLC, which operates out of Lafayette, Louisiana. The firm has 18,523 offices and 37,893 employees. The firm manages assets totaling $618.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2810 Johnston St
Lafayette, LA 70503

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$618,922,975,737

LA Average: $646,059,043
Total Number of Employees

37,893

LA Average: 13
Total Number of Accounts

2,369,378

LA Average: 661
Average Account Size

$261,217

LA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Emily Poupart Work History

2021 - Present (4 years)

Lpl Financial

2021 - Present (4 years)

Home Bank

2019 - 2021 (2 years)

Iberia Bank

2018 - 2019 (1 year)

University Of Louisiana At Lafayette

2017 - 2019 (2 years)

Midsouth Bank

2017 - 2018 (1 year)

South Louisiana Community College

2016 - 2017 (1 year)

Dillard'S Inc

2016 - 2016 (< 1 year)

Home Depot

2015 - 2016 (1 year)

Leonard Guillory Painting

Disclosures

Please visit the SEC profile of Emily Poupart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Dagner Rivero
Fort Mill, SC
William Hendrix
Brevard, NC
William Henry
Ridgeland, MS
Brian Murphy
Wakefield, RI
Jordan Pacheco
San Diego, CA
James Tabb
Sparta, MI
Artin Zakarian
Westlake Village, CA

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