Lana Dauterive (CRD# 5968578) is an Investment Advisor Representative working at Parish Investment Advisors LLC in Lafayette, LA and has 1 year of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 6492477
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Parish Investment Adviosrs | Lafayette, LA | May 2021 - Current | 3 |
First Horizon Advisors | Lafayette, LA | Jan 2021 - Apr 2021 | < 1 |
Infinex Investments, Inc. | Lafayette, LA | Jul 2016 - Jan 2021 | 4 |
Iberia Bank | Lafayette, LA | Mar 2013 - Jan 2021 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- LA
-
Total Assets Under Management55MILLIONS
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Total Number of Accounts269ACCOUNTS
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Average Account Value$205,046
- 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)
- Educational seminars/workshops
LA, TX
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