Brad Sonnier
Senior Portfolio Manager - LPL Financial Advisor at HB Financial
- Role
- VP - Lpl Financial Advisor at Hb Financial
- Location
- Lafayette, LA, US
- LinkedIn followers
- 500 followers
About Brad Sonnier
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Home Bank and HB Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HB Financial, and may also be employees of Home Bank These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Home Bank or HB Financial. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose Value This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, consult a qualified professional.The LPL Financial registered representative associated with this page may only discuss and/or tranact business with residents of the following states: LA, TX, CO, DE, FL, ND, PA, WI, NY.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.Series 7, 63, 65, and 6 held through LPL Financial.
Experience
VP - Lpl Financial Advisor
Feb 2018 — Present · Lafayette, LA, US
Registered representative and Investment Advisory Representative of LPL Financial.
Education
U.S. Army Command and General Staff College
Intermediate Level Education (ILE)
2009 — 2010
University of Louisiana at Lafayette
Bachelor of Science, Finance
1990 — 1996
Skills
- Series 7
- Strategy
- Portfolio Management
- Military
- Strategic Planning
- Leadership
- Retirement
- Strategic Financial Planning
- Estate Planning
- Finance
- Financial Planning
- Team Building
- Wealth Management
- Risk Management
- Investments
- Financial Analysis
- Security Clearance
- Training
- Financial Services
- Retirement Planning
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