Emily Ann Poupart
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2021 to now
- Home BankApr 2021 to now
- Iberia BankJul 2019 to Apr 2021
- University of Louisiana At LafayetteAug 2018 to May 2019
- Midsouth BankAug 2017 to Jul 2019
- South Louisiana Community CollegeAug 2017 to Jul 2018
- Dillard's Inc.Dec 2016 to Aug 2017
- Home DepotFeb 2016 to Dec 2016
- Leonard Guillory PaintingFeb 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7366847
- Firm CRD
- 6413