Overview

We have a large practice with 7 advisors. We focus primarily on financial planning and asset management. Have young talent as well as seasoned veterans. Although we have clients nationwide, the majority of our clients are in NW Louisiana. We are looking to grow and selectively expand. I hope to find advisors who are looking to join a team, or who are looking to put a succession plan in place for when they exit the business.

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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Variable Annuities

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Resources
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