Richard Chautin (CRD# 6789698) is an Investment Advisor Representative working at Blue Cypress Wealth Management, LLC in Baton Rouge, LA and has over 6 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Cypress Wealth Management, LLC | Baton Rouge, LA | Jul 2019 - Current | 4 |
| Blue Cypress Wealth Management, LLC | Baton Rouge, LA | May 2019 - Current | 5 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Jul 2019 | < 1 |
| Cetera Investment Advisers LLC | Baton Rouge, LA | Jun 2019 - Jul 2019 | < 1 |
| Foresters Advisory Services | Baton Rouge, LA | Aug 2018 - Jun 2019 | < 1 |
| Foresters Financial Services | Baton Rouge, LA | Oct 2017 - Jun 2019 | 1 |
| Foresters Financial Services | Baton Rouge, LA | May 2017 - Oct 2017 | < 1 |
| Unemployed | Shreveport, LA | Sep 2016 - May 2017 | < 1 |
| International Snubbing Services, LLC | Arnaudville, LA | Aug 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- LA
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$87,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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