ChooseAFinancialAdvisor.com
Advisors / Louisiana / Metairie
3yrs

Brandon Smith

Financial advisor at LPL Financial

Brandon Smith has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Metairie, Louisiana. After a year at First Horizon Advisors and two years at Cetera Investment Advisers, Brandon joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 360 advisors with offices in Metairie, and one of 306 fiduciaries.

Metairie, LA 70002Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2900 Ridgelake Drive, Metairie, LA 70002
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 ?2 states

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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Aug 2025 – now
    LPL Financial LLCCurrent firm
  2. Feb 2025 – Aug 2025
    First Horizon Advisors, Inc.Previously
  3. May 2023 – Jan 2025

Questions to ask Brandon

Tailored to Brandon’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Brandon

How do I contact Brandon?

Call LPL Financial at (704) 733-3300 and ask for Brandon Smith. Brandon works from the Metairie, LA office.

How long has Brandon been a financial advisor?

Brandon has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Brandon hold?

Series 66. Tap any license on this page to see what it allows.

Is Brandon a fiduciary?

Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brandon paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brandon 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.

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