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MJ

Marcel James Dupre

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

New Orleans, LACRD #2794551Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Louisiana
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/1/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 11/8/1996
Series 7
General Securities Representative Examination
Passed 12/19/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/4/1996
Series 24
General Securities Principal Examination
Passed 10/26/1998
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 10/23/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE RETIREMENT ADVISORYCurrent
10/20/2014 – New Orleans, LA
BILLEAUD CAPITAL MANAGEMENT INC
8/14/2013 – 11/13/2014Lafayette, LA
THIRTYNORTH INVESTMENTS, LLC
12/17/2010 – 8/8/2013Baton Rouge, LA
WEALTH PLANNERS, LLC
2/19/2003 – 11/10/2010Baton Rouge, LA
WEALTH PLANNERS, LLC
5/8/2002 – 12/31/2002Baton Rouge, LA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View WEALTHSPIRE RETIREMENT ADVISORY firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marcel James Dupre has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marcel James Dupre - Financial Advisor in New Orleans, LA | AdvisorFinder