Robert Dufrene (CRD# 7831353) is an Investment Advisor Representative working at Capital South Wealth Management, LLC in Baton Rouge, LA and has 1 year 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 |
|---|---|---|---|
| Capital South Wealth Management, LLC | Baton Rouge, LA | Nov 2023 - Current | < 1 |
| Louisiana State University- Gordon A. Cain Center | Baton Rouge, LA | Nov 2019 - Current | 4 |
| Louisiana State University- International Programs | Baton Rouge, LA | Dec 2017 - Nov 2019 | 1 |
| Louisiana State University- Physics & Astronomy | Baton Rouge, LA | Jul 2000 - Dec 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- LA
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$290,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
LA, TX
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