Overview

We offer in-depth financial planning, Managed money driven portfolio, including in-house custom portfolios. We monitor and report to clients with monthly scheduled calls.
We are searching for a practice to purchase in the New Orleans or Covington area, or perhaps Baton Rouge.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
579 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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