Andre Stafford
LPL Financial Advisor with CWM Planning
- Role
- Lpl Financial Advisor at Cwm Planning
- Location
- Lafayette, LA, US
- LinkedIn followers
- 500 followers
About Andre Stafford
Andre Stafford is an LPL Financial Advisor at Cornerstone Financial Group. Andre’s decision to become a Financial Advisor came from a strong desire to help others through difficult situations and a love for finance. Andre is also passionate about building strong relationships and educating individuals on the importance of financial competency. Andre provides retirement planning support and advice to individuals and organizations to ensure an optimal retirement.Andre joins Cornerstone, after previously working as an Associate LPL Financial Advisor with HB Financial at Home Bank. During his time there, Andre helped develop client profiles and define appropriate investment strategies based on financial goals and objectives. He also facilitated branch training and relationship development.A native of New Orleans, Andre earned a bachelor’s degree in finance from the University of Louisiana at Lafayette where he also served as President of the Eta Nu Chapter of Sigma Nu Fraternity. During this time, he was an active member of the community, volunteering for organizations such as Habitat for Humanity and Faith House of Acadiana.In his free time, Andre enjoys spending time with his Fiancée, Laura, fishing, or finding new places to go hiking.Andre’s securities registrations are held through LPL Financial and include the Series 7 and Series 66, and his Louisiana Life Insurance license.
Experience
Lpl Financial Advisor
Apr 2024 — Present · Lafayette, LA, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of Louisiana at Lafayette
Bachelor of Science in Business Administration, Finance
2016 — 2020
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