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 28 years of experience in the finance industry.

Similar Advisors
Keith Deane, financial advisor New Orleans LA
Keith L. Deane
CRD# 5662176
Deane Retirement Strategies, Inc.
Similar Advisors
Michael Kreimer, financial advisor New Orleans LA
Michael W. Kreimer
CRD# 1451905
Newedge Advisors
Similar Advisors
Todd Tillery, financial advisor New Orleans LA
Todd C. Tillery
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name Location Dates Years
Covington Investment Management,llc New Orleans, LA Dec 2005 - Current 18
Green Turtle Capital Management, LLC New Orleans, LA Aug 2000 - Current 23
Johnson Rice & Company LLC New Orleans, LA Mar 1995 - Current 29
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
    9
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,900,000
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

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.