Gigi Lavergne (CRD# 3082946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Garland, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Garland, TX | Sep 2023 - Current | < 1 |
| Sagepoint Financial | Plano, TX | Oct 2012 - Sep 2023 | 10 |
| Wealth Advisory Counsel | Plano, TX | Apr 2001 - Aug 2017 | 16 |
| Hill & Associates | Plano, TX | Dec 1995 - Jan 2016 | 20 |
| Tni/amway/quixtar | Plano, TX | Dec 1991 - Jan 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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