Overview

I've been a financial advisor for the last 6 years, since graduating from LSU with a Master's Degree in Finance. I'm also a CFA. I'm hoping to continue growing my business and possibly looking at an acquisition or a way to assist someone with the succession needs while providing top service to families. I've been focusing my growth on the fee-based side of the business which I truly believes agrees more with today's regulations and in my personal opinion, works better for clients.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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