Gregory Inzerella (CRD# 4046369) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 24 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 6492477
Avantax Advisory Services
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | New Iberia, LA | Oct 2019 - Current | 4 |
| Avantax Advisory Services | New Iberia, LA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | New Iberia, LA | Sep 2010 - Current | 13 |
| Inzerella, Feldman And Pourciau, Apc | New Iberia, LA | Jun 1985 - Current | 38 |
| Inzerella, Feldman And Pourciau | New Iberia, LA | Jun 1985 - Feb 2023 | 37 |
| 1st Global Capital Corp. | New Iberia, LA | Aug 2008 - Oct 2019 | 11 |
| 1st Global Advisors, Inc. | New Iberia, LA | Aug 2008 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- LA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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