James Bayard
CRD Number: 6081998
Current Firm: Lpl Financial LLC
Compensation Model: Both
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with a focus on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition to the CFP® designation, James is also a Chartered Financial Consultant®. The ChFC® designation is awarded by the American College, a non-profit educational institution with the highest academic accreditation, dedicated to the development of financial professionals.
His professional securities registrations include Series 66-Investment Adviser Representative, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, Forum 35, the Louisiana Association of Business and Industry and he currently serves as an ambassador of the Baton Rouge Area Chamber.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Infinex Investments, Inc.
CRD# 2530923
Abel Hall, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply fiduciary practices. Advisors who are fiduciaries are required to provide advice that is in their client?s best interest.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital South Wealth Management, LLC. | Baton Rouge, LA | Aug 2016 - Current | 4 |
| Infinity Financial Group | Baton Rouge, LA | Jun 2012 - Aug 2016 | 4 |
| Louisiana State University | Baton Rouge, LA | Aug 2009 - May 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S7 | General Securities Representative Examination (GS) | Dec 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- LA
-
Total Assets Under Management207,793MILLIONS
-
Total Number of Accounts892,326ACCOUNTS
-
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Advisory services offered through Capital South Wealth Management, LLC A Registered Investment Adviser in the state of Louisiana.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.