Marc DerouenCRD 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.
Benedict Financial Planning
Infinex Investments, Inc.
Abel Hall, LLC
|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|
Total Assets Under Management85MILLIONS
Total Number of Accounts165ACCOUNTS
Average Account Value$515,152
- A percentage of assets under your management
- 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
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