Marc Derouen, financial advisor Baton Rouge LA

Marc Derouen

CRD Number: 4126320
Current Firm: Legacy Investment Strategies

Marc Derouen (CRD# 4126320) is an Investment Advisor Representative working at Legacy Investment Strategies in Baton Rouge, LA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Valuation & Litigation Consultants, LLP Baton Rouge, LA Jan 2002 - Current 20
Wells & Derouen Baton Rouge, LA Jan 1991 - Current 31
Derouen & Wells, Cpa Baton Rouge, LA May 1981 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Marc R. Derouen
Phone Number: 504-361-7788
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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