Linda Deane
CRD Number: 300092Current Firm: Deane Retirement Strategies, Inc.
Compensation Model: Fee Only
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.
With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 2754864
Deane Retirement Strategies, Inc.
CRD# 2407195
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deane Retirement Strategies, Inc. | New Orleans, LA | Mar 1993 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1980 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
- LA
- TX
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts309ACCOUNTS
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Average Account Value$655,200
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
LA, MS, TX
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