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Lonnie James Broussard

FINANCIAL DESIGNS OF VIRGINIA, INC.·VIRGINIA BEACH, Virginia
Clean recordFINANCIAL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lonnie James Broussard is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with FINANCIAL DESIGNS OF VIRGINIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FINANCIAL DESIGNS OF VIRGINIA, INC.
FINANCIAL DESIGNS OF VIRGINIA, INC.
AUM
$56M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL DESIGNS OF VIRGINIA, INC. →
Services
Financial planning
Portfolio management (individuals)
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1630039
Firm CRD# 116167
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lonnie James Broussard offer?
Lonnie James Broussard specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
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, working with FINANCIAL DESIGNS OF VIRGINIA, INC.. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
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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Other Advisors at FINANCIAL DESIGNS OF VIRGINIA, INC.

Michael Allen Travis
VIRGINIA BEACH, VA

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