Ray Ansardi (CRD# 6204006) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belle Chasse, LA and has over 5 years of experience in the finance industry. Ray Ansardi 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.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) The Ansardi Group LLC | Belle Chasse, LA | Oct 2020 - Current | 3 |
| Concourse Financial Group Securities Inc. | Belle Chasse, LA | Mar 2019 - Current | 5 |
| Concourse Financial Group Securities Inc. | Belle Chasse, LA | Jun 2016 - Current | 7 |
| (dba) Ansardi Financial Services | Belle Chasse, LA | May 2016 - Current | 7 |
| Northwestern Mutual Investment Services LLC | Baton Rouge, LA | May 2015 - May 2016 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2014 - May 2016 | 2 |
| Louisiana State University | Baton Rouge, LA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- LA
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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