Kaitlyn
Leblanc

Cetera Investment Advisers LLC

CRD#6566625
Investment Advisor
in Fairhope, AL

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About this Advisor

Kaitlyn Leblanc is a financial advisor based in Fairhope, Alabama, working with Cetera Investment Advisers LLC. Kaitlyn has previously held positions at Edward Jones, Mississippi Department Of Banking And Consumer Finance, The First, A National Banking Association, Lpl Financial, Burns And Company, Realtors, Java Moe's Coffee Company, Data-Tel Of Louisiana, Inc, Full-Time Student, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Hancock Whitney Bank, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Kaitlyn has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Kaitlyn is part of Cetera Investment Advisers LLC, which operates out of Fairhope, Alabama. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including 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, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

504 Fairhope Avenue
Fairhope, AL 36532

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

AL Average: $6,674,516,078
Total Number of Employees

6,648

AL Average: 44
Total Number of Accounts

423,554

AL Average: 2,564
Average Account Size

$246,648

AL Average: $2,603,165

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

Kaitlyn Leblanc Work History

2022 - Present (3 years)

Hancock Whitney Bank

2022 - Present (3 years)

Cetera Investment Services LLC

2022 - Present (3 years)

Cetera Investment Advisers LLC

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Bank Of America, N.A

2018 - 2021 (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Mississippi Department Of Banking And Consumer Finance

2017 - 2017 (< 1 year)

The First, A National Banking Association

2015 - 2017 (2 years)

Lpl Financial

2015 - 2015 (< 1 year)

Burns And Company, Realtors

2014 - 2015 (1 year)

Java Moe'S Coffee Company

2010 - 2021 (11 years)

Data-Tel Of Louisiana, Inc

2008 - 2017 (9 years)

Full-Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kaitlyn Leblanc 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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