Sara Girouard, financial advisor Lafayette LA

Sara Girouard

CRD Number: 7818630
Current Firm: Stone Wealth Partners LLC

Sara Girouard (CRD# 7818630) is an Investment Advisor Representative working at Stone Wealth Partners LLC in Lafayette, LA and has 1 year of experience in the finance industry.

Similar Advisors
Brent Abshire, financial advisor Lafayette LA
Brent E. Abshire
CRD# 3180794
Vermilion Asset Management, LLC
Similar Advisors
Lehman Abshire, financial advisor Lafayette LA
Lehman C. Abshire
CRD# 5252838
Avantax Advisory Services
Similar Advisors
Blake Adams, financial advisor Lafayette LA
Blake C. Adams
CRD# 6492477
Avantax Advisory Services
Company Name Location Dates Years
Delhomme & Girouard, LLC Lafayette, LA Aug 2020 - Current 3
Prm Cpas + Advisors, LLC Lafayette, LA Oct 2018 - Jul 2020 1
Delhomme Leblanc & Associates, LLC Lafayette, LA Jul 2011 - Oct 2018 7

Sara Girouard has no recent exams reported.
Contact Info for Sara E. Girouard
Phone Number: 337-660-2334
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $156,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, LA, TN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.