Fmsa

Fmsa (CRD# 154136) is a financial advisory firm headquartered in Lafayette, LA. They manage $90,000,000 in 450 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, LA, TX

Financial Advisors at Fmsa
Showing 1 - 6 of 6 top financial advisors.
1
Tiffany N. Grayson-Tauzin
CRD#: 4980717
111 Stonemont Rd., Lafayette, LA 70508
93
Wealthminder
score

Tiffany Grayson-Tauzin (CRD# 4980717) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 8 years of experience in the finance industry.

2
Roger J. Turner
CRD#: 1571551
111 Stonemont Rd., Lafayette, LA 70508
93
Wealthminder
score

Roger Turner (CRD# 1571551) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 19 years of experience in the finance industry.

3
Ian S. Garrett
CRD#: 6142379
111 Stonemont Rd., Lafayette, LA 70508
90
Wealthminder
score

Ian Garrett (CRD# 6142379) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 3 years of experience in the finance industry.

4
Andre F. Toce
CRD#: 6233957
111 Stonemont Rd., Lafayette, LA 70508
87
Wealthminder
score

Andre Toce (CRD# 6233957) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has 1 year of experience in the finance industry.

5
Victor S. Sonnier
CRD#: 3151399
111 Stonemont Rd., Lafayette, LA 70508
68
Wealthminder
score

Victor Sonnier (CRD# 3151399) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 9 years of experience in the finance industry.

6
David W. Vela
CRD#: 1984682
111 Stonemont Rd., Lafayette, LA 70508
63
Wealthminder
score

David Vela (CRD# 1984682) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.