Danica AnsardiCRD Number: 1934962
Current Firm: Investment Advisors
Danica Ansardi (CRD# 1934962) is an Investment Advisor Representative working at Investment Advisors in Belle Chasse, LA and has over 18 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|Proequities||Birmingham, AL||Jan 2001 - Current||17|
|Intersecurities, Inc.||Belle Chasse, LA||Nov 1999 - Current||18|
|Friedler-larocca & Associates, Inc.||New Orleans, LA||Jul 1988 - Current||29|
|Phoenix Home Life||New Orleans, LA||Jul 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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