World Tree Financial, LLC

World Tree Financial, LLC (CRD# 151663) is a financial advisory firm headquartered in Lafayette, LA. They manage $45,861,820 in 394 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $116,401
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at World Tree Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Priscilla E. Perkins
CRD#: 4612719
1817 Bertrand Drive, Unit B, Lafayette, LA 70506
83
Wealthminder
score

Priscilla Perkins (CRD# 4612719) is an Investment Advisor Representative working at World Tree Financial, LLC in Lafayette, LA and has over 8 years of experience in the finance industry.

2
Wesley K. Perkins
CRD#: 4565682
1817 Bertrand Drive, Unit B, Lafayette, LA 70506
83
Wealthminder
score

Wesley Perkins (CRD# 4565682) is an Investment Advisor Representative working at World Tree Financial, LLC in Lafayette, LA and has over 13 years of experience in the finance industry.

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