Michael Mechler, financial advisor New Orleans LA

Michael Mechler

CRD Number: 5150979
Current Firm: Cetera Investment Advisers LLC

Michael Mechler (CRD# 5150979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Orleans, LA and has over 16 years of experience in the finance industry. Michael Mechler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Aug 2022 - Current < 1
Cetera Investment Advisers LLC New Orleans, LA Aug 2022 - Current < 1
Hancock Whitney Bank New Orleans, LA Jul 2007 - Current 15
Hancock Whitney Investment Services, Inc. New Olreans, LA Oct 2019 - Aug 2022 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
Contact Info for Michael J. Mechler
Phone Number: 888-528-2987
Firm Website: http://cetera.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    35,762
    MILLIONS
  • Total Number of Accounts
    169,758
    ACCOUNTS
  • Average Account Value
    $210,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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