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Alexandria Aucoin

Advisor at LPL Financial

Updated today

Location

Cut Off, LA 70345

Credentials

Series 66

Industry experience

4 years

About

Alexandria Aucoin is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked in education at Nicholls State University and Vandebilt Catholic High School. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory programs and investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

135 Highway 3161

Cut Off, LA 70345

Most active in

Louisiana

Work history

LPL Financial

2021 - Present (5 years)

Nicholls State University

2018 - 2021 (3 years)

Vandebilt Catholic Highschool

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Sydney H

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Larose, LA

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Sydney Hale is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, Alabama, holding a Series 66 designation and 15 years of industry experience. Hale has been affiliated with Eagle Strategies and related New York Life entities since 2012 and operates under the DBA names Triche/Doverspike Financial Group, Inc. and Emerald Wealth Partners LLC. Outside of advisory work, Hale serves as a board member of the New Orleans Estate Planning Council, engaging in event planning and professional networking within the estate planning community. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios rather than firm-controlled discretionary mandates, supported by a network of more than 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jack D

Series 63, Series 65

Larose, LA

Eagle Strategies (NY Life)

Jack Doverspike is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He is the owner of Triche Doverspike Financial Group, Inc., which brokers non-registered insurance products, and also owns Marlin Ventures Inc., a company that owns the building housing his business office. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and combines advisory services with affiliated insurance and broker-dealer capabilities as part of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Lonny B

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La Rose, LA

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Crystal F

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Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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Case T

Series 66

Cut Off, LA

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Case Terrebonne is a Series 66 licensed financial advisor with LPL Financial, based in Thibodaux, Louisiana. He has 16 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory role, Terrebonne is a part-owner of a family gift shop and co-owns several other local businesses, including an automotive enterprise and a seasonal retail location. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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