Overview

We launched our independent group in 2021, with over 16 years in the Finance Industry. We are located in West Monroe and Lake Charles, Louisiana, with clients coast to coast. We are wanting to expand our locations where it makes sense. The majority of our practice is fee based. We are looking for practices to acquire, and/or on boarding other FA’s to help them achieve their goals! Let’s connect and see what is good for you, for us, and the clients!

Market
Advisor/RIA
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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