Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives. We offer the highest quality of personalized service, sound advice, and a wide range of flexible investment products that can be tailored to your individual needs.
Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. Iberia Financial Services can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for safekeeping, you need a financial partner who will tend to the seeds you’ve planted.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Iberia Financial Services, LLC is a wholly-owned subsidiary of IBERIABANK. Infinex is not affiliated with either entity.
Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Company Details
- Employees
- 5
- Address
- 200 W. Congress Street, Lafayette,louisiana 70501,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Lafayette, Louisiana
- Competitors
- FTB Advisors, Parish Investment Advisors, LLC, Barbara Dee Moore, Lender/Assistant Vice President NMLS#1696856, Centerpoint Construction Corp, Mark Gottlieb, senior vice president and literary agent at Trident Media Group, Regional Vice President, Eric Schultz, Vice President, Wealth Manager, RPC Advisory Group, Stone Wealth Partners, Pelican Consulting.
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors Questions
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's website is https://www.iberiabank.com/personal/investment-services/
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's LinkedIn profile is https://www.linkedin.com/company/vancerichard-firsthorizonadvisors
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors has
5 employees.
View email and phone details for 5
employees at Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors.
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's industry is
Investment Management
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's top competitors are
Ftb Advisors,
Parish Investment Advisors, Llc,
Barbara Dee Moore, Lender/assistant Vice President Nmls#1696856,
Centerpoint Construction Corp,
Mark Gottlieb, Senior Vice President And Literary Agent At Trident Media Group,
Regional Vice President,
Eric Schultz, Vice President, Wealth Manager,
Rpc Advisory Group,
Stone Wealth Partners,
Pelican Consulting.
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's categories are Investment Management
