James Bayard, financial advisor Baton Rouge LA
100 score

James Bayard

Capital South Wealth Management, LLC.

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 7-General Securities Representative, 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.

CONTACT
Similar Advisors
John Dore, financial advisor Baton Rouge LA
John E. Dore
CRD# 3093221
Geneos Wealth Management, Inc.
Score
98
Similar Advisors
Lee Starnes, CFP, AAMS, financial advisor Baton Rouge LA
Lee A. Starnes, CFP, AAMS
CRD# 5770452
Edward Jones
Score
98
Similar Advisors
Charles Abboud, financial advisor Baton Rouge LA
Charles J. Abboud
CRD# 1774605
Lpl Financial LLC
Score
96
Professional Designations
Company Name Location Dates Years
LPL Financial Baton Rouge, LA Aug 2016 - Current < 1
Capital South Wealth Management, LLC. Baton Rouge, LA Aug 2014 - Current 2
Infinity Financial Group Baton Rouge, LA Jun 2012 - Dec 2015 3
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
Contact Info for James C. Bayard
Phone Number: 2253430027
Advisor Website: http://capitalsouthwm.com
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For a list of states in which I am registered to conduct securities business, visit my website at www.capitalsouthwm.com

Ready to hire a financial advisor? Get competitive proposals from James Bayard and other advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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.