Robert Morella (CRD# 4473330) is an Investment Advisor Representative working at Apex Capital Management, LLC in Lafayette, LA and has over 24 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 |
|---|---|---|---|
| Apex Capital Management, LLC | Lafayette, LA | Oct 1999 - Current | 24 |
| Arsement, Redd & Morella, LLC | Lafayette, LA | Jan 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- LA
- TX
-
Total Assets Under Management205MILLIONS
-
Total Number of Accounts476ACCOUNTS
-
Average Account Value$430,978
- 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)
LA, TX
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