Unclaimed Profile

Lonnie James Broussard

FINANCIAL DESIGNS OF VIRGINIA, INC.·VIRGINIA BEACH, Virginia

SIE, Series 7, Series 63, Series 65Clean record23 years registeredFINANCIAL DESIGNS OF VIRGINIA, INC.

5041 CORPORATE WOODS DRIVE, VIRGINIA BEACH, VA 23462CRD# 1630039Firm CRD# 116167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lonnie James Broussard · VIRGINIA BEACH, VA

Registration

CRD #1630039 · FINANCIAL DESIGNS OF VIRGINIA, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL DESIGNS OF VIRGINIA, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Mar 2015 – Dec 2016

VIRGINIA BEACH, VA

FINANCIAL DESIGNS OF VIRGINIA, INC.

Jan 2003 – Mar 2015

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL DESIGNS OF VIRGINIA, INC.

CRD 116167 · SEC 801-68590

AUM

$56M

Regulatory assets under management

Employees

136 client accounts

Services offered by FINANCIAL DESIGNS OF VIRGINIA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL DESIGNS OF VIRGINIA, INC. →

Introduction

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Frequently Asked Questions

What services does Lonnie James Broussard offer?

Lonnie James Broussard specializes in Financial Planning, Investment Management.

What are Lonnie James Broussard's credentials?

Lonnie James Broussard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lonnie James Broussard located?

Lonnie James Broussard is based in VIRGINIA BEACH, Virginia, last registered with FINANCIAL DESIGNS OF VIRGINIA, INC..

How does Lonnie James Broussard charge for services?

Lonnie James Broussard's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL DESIGNS OF VIRGINIA, INC.?

FINANCIAL DESIGNS OF VIRGINIA, INC. has approximately 1 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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