Todd Gautreaux (CRD# 5089359) is an Investment Advisor Representative working at Harger And Company, Inc. in Baton Rouge, LA and has over 16 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 |
|---|---|---|---|
| Harger And Company, Inc. | Baton Rouge, LA | Aug 2020 - Current | 3 |
| Red River Bank | Alexandira, LA | Jun 2015 - Aug 2020 | 5 |
| Lpl Financial LLC | Alexandria, LA | May 2020 - Jul 2020 | < 1 |
| Cetera Investment Services LLC | St.cloud, MN | Jun 2015 - May 2020 | 4 |
| Cetera Investment Advisers LLC | Alexandira, LA | Jun 2015 - May 2020 | 4 |
| Capital One Sharebuilder, Inc. | Marrero, LA | Jan 2015 - May 2015 | < 1 |
| Sharebuilder 401k | Seattle, WA | Jan 2015 - May 2015 | < 1 |
| Capital One Investment Services Corporation | Alexandria, LA | May 2008 - May 2015 | 7 |
| Capital One, N.a. | Alexandria, LA | Jan 2006 - May 2015 | 9 |
| Capital One Investments, LLC | New Orleans, LA | Jan 2006 - May 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts440ACCOUNTS
-
Average Account Value$231,502
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.