Joseph Charbonnet, financial advisor New Orleans LA

Joseph Charbonnet

CRD Number: 2456551
Current Firm: Covington Investment Management, LLC

Joseph Charbonnet (CRD# 2456551) is an Investment Advisor Representative working at Covington Investment Management, LLC in New Orleans, LA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Covington Investment Management,llc New Orleans, LA Dec 2005 - Current 16
Green Turtle Capital Management, LLC New Orleans, LA Aug 2000 - Current 22
Johnson Rice & Company LLC New Orleans, LA Mar 1995 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Joseph S. Charbonnet
Phone Number: 504-584-1228
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,030,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

LA

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