Michelle Keenan (CRD# 6478257) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 8 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 4170771
Advantage Wealth Management, LLC
CRD# 1999696
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | New Iberia, LA | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | New Iberia, LA | Oct 2019 - Current | 4 |
| Darnall Sikes Wealth Partners LLC | New Iberia, LA | Sep 2015 - Current | 8 |
| 1st Global Capital Corp. | Lafayette, LA | Sep 2015 - Oct 2019 | 4 |
| 1st Global Advisors, Inc. | Lafayette, LA | Sep 2015 - Oct 2019 | 4 |
| Darnall, Sikes & Frederick Cpas | New Iberia, LA | Sep 2015 - Jun 2018 | 2 |
| Microsoft Corporation | Redmond, WA | Nov 2004 - Sep 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- LA
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Total Assets Under Management41,696MILLIONS
-
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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