Theresa Aguillard, financial advisor Lafayette LA

Theresa Aguillard

CRD Number: 4170771
Current Firm: Advantage Wealth Management, LLC

Theresa Aguillard (CRD# 4170771) is an Investment Advisor Representative working at Advantage Wealth Management, LLC in Lafayette, LA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Wealth Management, LLC Lafayette, LA Jul 2006 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Theresa M. Aguillard
Phone Number: 337-210-1264
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $244,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

LA, TX

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