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 9 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 20 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 4 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 10 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 28 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.