Connor
Duplessis

Second Line Capital, LLC

CRD#7508255
Investment Advisor
in Metairie, LA

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About this Advisor

Connor Duplessis is a financial advisor based in Metairie, Louisiana, working with Second Line Capital, LLC. Connor has previously held positions at Lumpkin Agency, Antioch Community Church Of Greater New Orleans, Faubourg Private Wealth, Louisiana State University, and Second Line Capital, LLC. Connor has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Connor is part of Second Line Capital, LLC, which operates out of Metairie, Louisiana. The firm has 3 offices and 17 employees. The firm manages assets totaling $402.1 million 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, and selection of other advisers. The fee structure at Second Line Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2800 Veterans Memorial Blvd. Suite 220
Metairie, LA 70002

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Second Line Capital, LLC Brokerage Details

Total Assets Under Management

$402,132,214

LA Average: $486,181,852
Total Number of Employees

17

LA Average: 13
Total Number of Accounts

1,911

LA Average: 722
Average Account Size

$210,430

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Connor Duplessis Work History

2023 - Present (1 year)

Second Line Capital, LLC

2022 - 2023 (1 year)

Faubourg Private Wealth

2018 - 2022 (4 years)

Antioch Community Church Of Greater New Orleans

2015 - 2017 (2 years)

Lumpkin Agency

2014 - 2015 (1 year)

Lumpkin Agency

2011 - 2015 (4 years)

Louisiana State University

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Disclosures

Please visit the SEC profile of Connor Duplessis 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 Second Line Capital, LLC

Paige St. Martin
Metairie, LA
Matthew St. Martin
Metairie, LA
Andrea Romero
Metairie, LA
Justin Ranger
Metairie, LA
Justin Archote
Metairie, LA
Stephen Browne
Metairie, LA
Timothy Aubin
Metairie, LA
Brentson Bowlin
Folsom, LA

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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