Tricia Marchand (CRD# 4141915) is an Investment Advisor Representative working at Avantax Advisory Services in Prairieville, LA and has over 12 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Wealth Management, LLC | Prairieville, LA | Jul 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Baton Rouge, LA | Jul 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Baton Rouge, LA | Jan 2018 - Current | 6 |
| Avantax Advisory Services | Baton Rouge, LA | Jan 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Prairieville, LA | Aug 2011 - Jan 2018 | 6 |
| Raymond James Financial Services | Prairieville, LA | Jun 2010 - Jan 2018 | 7 |
| Teqpro Professional Services | Baton Rouge, LA | Aug 2010 - Sep 2015 | 5 |
| Richard E. Mitchen Cpa LLC | Baton Rouge, LA | Jan 2000 - Sep 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- LA
- TX
-
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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