Tubreauxs Wealth & Legacy Solutions
Tubreauxs Wealth & Legacy Solutions (CRD# 291856) is a financial advisory firm headquartered in Jasper, TX. They manage $13,183,595 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Tubreauxs Wealth & Legacy Solutions
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$235,421
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Tubreauxs Wealth & Legacy Solutions
1
Gary Dannar (CRD# 1915816) is an Investment Advisor Representative working at Tubreauxs Wealth & Legacy Solutions in Jasper, TX and has over 20 years of experience in the finance industry.
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