Merrill
45yrs
Top advisor by experience in Baton Rouge
15yrs
Harriet Brackey is a fiduciary financial advisor in Baton Rouge, Louisiana, with 15 years in the industry. After five years at First Horizon Advisors and two years at Iberia Asset Management, Harriet joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. Harriet holds the CFP® designation.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
Office3700 Essen Ln, Baton Rouge, LA 70809
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- 2020 – 2025First Horizon Advisors, Inc.Previously
- Nov 2018 – Oct 2020Iberia Asset Management, Inc.Previously
- 2016 – 2019BDO Wealth Advisors, LLCPreviously
- 2012 – 2016GSK Wealth Advisors, Inc.Previously
Contact Harriet
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Harriet. 3700 Essen LnBaton Rouge, LA 70809Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Harriet
Tailored to Harriet’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Harriet
How do I contact Harriet?
Call LPL Financial at (704) 733-3300 and ask for Harriet Brackey. Harriet works from the Baton Rouge, LA office.
How long has Harriet been a financial advisor?
Harriet has been in the industry since 2011, about 15 years. 15 years in the industry.
What licenses does Harriet hold?
Series 65. Tap any license on this page to see what it allows.
Is Harriet a fiduciary?
Harriet is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harriet paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Harriet for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Louisiana
Merrill
44yrs
Top 1% by experience in Baton Rouge
Merrill
44yrs
Top 1% by experience in Baton Rouge