Ryan Gisclair, financial advisor Baton Rouge LA

Ryan Gisclair

CRD Number: 6126436
Current Firm: Capital South Wealth Management, LLC

Ryan Gisclair (CRD# 6126436) is an Investment Advisor Representative working at Capital South Wealth Management, LLC in Baton Rouge, LA and has over 10 years of experience in the finance industry. Ryan Gisclair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capital South Wealth Management, LLC East Baton Rouge, CO Jun 2019 - Current 4
Life Brokerage LLC East Baton Rouge, CO Jan 2017 - Current 7
Capital South Wealth Management, LLC East Baton Rouge, LA Aug 2016 - Current 7
Lpl Financial, LLC Baton Rouge, LA Aug 2016 - Aug 2019 3
Infinity Financial Group Denver, CO Mar 2015 - Aug 2016 1
Cetera Advisors LLC Denver, CO May 2013 - Aug 2016 3
Cetera Advisors LLC Denver, CO Dec 2012 - Aug 2016 3
Horizon Wealth Management Denver, CO Sep 2013 - Mar 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Ryan C. Gisclair
Phone Number: 225-709-0703
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $290,597
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

LA, TX

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