Advantage Wealth Management, LLC

Advantage Wealth Management, LLC (CRD# 135092) is a financial advisory firm headquartered in Lafayette, LA. They manage $5,000,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $62,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Advantage Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theresa M. Aguillard
CRD#: 4170771
100 Asma Boulevard, Suite 203, Lafayette, LA 70508
93
Wealthminder
score

Theresa Aguillard (CRD# 4170771) is an Investment Advisor Representative working at Advantage Wealth Management, LLC in Lafayette, LA and has over 15 years of experience in the finance industry.

2
Gary P. McGee
CRD#: 4171082
100 Asma Blvd., Suite 203, Lafayette, LA 70508
93
Wealthminder
score

Gary McGee (CRD# 4171082) is an Investment Advisor Representative working at Advantage Wealth Management, LLC in Lafayette, LA and has over 16 years of experience in the finance industry.

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