Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
Areas of Practice
Advisor Information
Office location
6709 Perkins Road, Baton Rouge, LA, 70808
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is an insurance agent offering and servicing fixed insurance products like fixed annuities, long-term care, and traditional life insurance since 2020, dedicating about 10-20% of her time. She also owns Centanni Financial Group, S Corp, used for operating the income and expenses she incurs as an advisor, but this takes minimal time.