Dodi
Vicknair

Lpl Financial LLC

CRD#4708132
Investment Advisor
in La Place, LA

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About this Advisor

Dodi Vicknair is a financial advisor whose office is in La Place, Louisiana. Currently a registered advisor at Lpl Financial LLC, Vicknair has 10 years of practice as a financial advisor. Vicknair holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Vicknair is registered to act as an advisor based out of Louisiana and Texas. Vicknair has worked their complete career at Lpl Financial LLC. Lpl Financial LLC is headquartered in La Place, Louisiana, and has 9,519 other offices throughout the country. In total, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 client accounts and employs more than 23,035 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can provide 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

1707 Chantilly Dr Ste B
La Place, LA 70068

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

LA Average: 13
Total Number of Accounts

892,326

LA Average: 661
Average Account Size

$232,867

LA Average: $977,396

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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

Dodi Vicknair Work History

Dodi has 10 years of experience.

2010 - Present (12 years)

Lpl Financial LLC

Disclosures

Dodi Vicknair has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian Mcmillin
Roseau, MN
Megan Soto
Lindenhurst, NY
Tyler Coe
Deland, FL
Steven Justice
San Diego, CA
John Lewis
Moscow, PA
Michael Cutler
San Diego, CA
Carole Sarson
Washington, NJ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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