Advisor.investments

Advisor.investments (CRD# 142202) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $141,042,481 in 340 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $414,831
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AL, FL, LA, MS, NE, TX

Financial Advisors at Advisor.investments
Showing 1 - 4 of 4 top financial advisors.
1
David R. McFadden
CRD#: 4813257
11939 Bricksome Ave, Baton Rouge, LA 70816
96
Wealthminder
score

David McFadden (CRD# 4813257) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 11 years of experience in the finance industry.

2
James L. Pope
CRD#: 3181641
11939 Bricksome Ave, Baton Rouge, LA 70816
93
Wealthminder
score

James Pope (CRD# 3181641) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 14 years of experience in the finance industry.

3
Kevin Vidrine
CRD#: 6133731
11939 Bricksome Ave, Baton Rouge, LA 70816
93
Wealthminder
score

Kevin Vidrine (CRD# 6133731) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 5 years of experience in the finance industry.

4
Shane J. Haag
CRD#: 2363899
11939 Bricksome Ave, Baton Rouge, LA 70816
83
Wealthminder
score

Shane Haag (CRD# 2363899) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 23 years of experience in the finance industry.

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