Argent Institutional Services, LLC

Argent Institutional Services, LLC (CRD# 165031) is a financial advisory firm headquartered in Ruston, LA. They manage $202,126,092 in 50 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $4,042,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, OK, SC, TN, TX

Financial Advisors at Argent Institutional Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
R. Brad Knowles
CRD#: 4398143
2800 W. Country Club Drive, Suite A, Oklahoma City, OK 73116
100
Wealthminder
score

Robert Knowles (CRD# 4398143) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.

 

Heritage Institutional Serivces is an independent retirement plan consulting firm providing fiduciary services to plan sponsors.  Heritage currently provides fiduciary services to plans from $5m to $500m in plan assets.  Our current average client size is $30m in plan assets.  

 

We assign two advisors, one support person, and one CFA portfolio manager to ever client.

2
Matthew R. McGuire
CRD#: 4092184
500 East Reynolds Drive, Ruston, LA 71270
96
Wealthminder
score

Matthew McGuire (CRD# 4092184) is an Investment Advisor Representative working at Argent Institutional Services, LLC in Ruston, LA and has over 18 years of experience in the finance industry. Matthew McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jonas F. Mullins
CRD#: 4732194
500 East Reynolds Drive, Ruston, LA 71270
93
Wealthminder
score

Jonas Mullins (CRD# 4732194) is an Investment Advisor Representative working at Argent Institutional Services, LLC in Ruston, LA and has over 15 years of experience in the finance industry.

4
Lucius D. McGehee
CRD#: 1766849
500 East Reynolds Drive, Ruston, LA 71270
88
Wealthminder
score

Lucius McGehee (CRD# 1766849) is an Investment Advisor Representative working at Argent Institutional Services, LLC in Ruston, LA and has 1 year of experience in the finance industry.

5
Christopher W. Shankle
CRD#: 5366366
333 Texas Street, Suite 699, Shreveport, LA 71101
88
Wealthminder
score

Christopher Shankle (CRD# 5366366) is an Investment Advisor Representative working at Argent Institutional Services, LLC in Shreveport, LA and has 1 year of experience in the finance industry.

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