Advisor.investments

Advisor.investments (CRD# 142202) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $185,783,139 in 318 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
https://www.mywealthchart.com
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $584,224
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • 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
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 - 3 of 3 top financial advisors.
1
Shane Haag, financial advisor Baton Rouge LA
Shane J. Haag
CRD#: 2363899
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809

Shane Haag (CRD# 2363899) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 29 years of experience in the finance industry.

2
David McFadden, financial advisor Baton Rouge LA
David R. McFadden
CRD#: 4813257
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809

David McFadden (CRD# 4813257) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 16 years of experience in the finance industry.

3
James Pope, financial advisor Baton Rouge LA
James L. Pope
CRD#: 3181641
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809

James Pope (CRD# 3181641) is an Investment Advisor Representative working at Advisor.investments in Baton Rouge, LA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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