Mark Avant (CRD# 2218785) is an Investment Advisor Representative working at Avant Capital, LLC in Lafayette, LA and has over 31 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L And M Avant Holdings, LLC | Lafayette, LA | Mar 2023 - Current | 1 |
| Avant Capital, LLC | Lafayette, LA | Jan 2014 - Current | 10 |
| Avant & Associates LLC | Lafayette, LA | Sep 2009 - Feb 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
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- FL
- LA
- TX
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Total Assets Under Management126MILLIONS
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Total Number of Accounts760ACCOUNTS
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Average Account Value$165,902
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MS, TX
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