Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
20 years
Location
Monroe, LA 71201
Argent Advisors, Inc.
Team
Dean Mailhes is a CFA® charterholder with 20 years of industry experience. He has been with Argent Advisors, Inc. since 2005 and is located in Monroe, Louisiana. Outside of his advisory work, he is involved in several business activities including real estate ventures and serves as president of Heritage Capital Management. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocations, options, and specialized funds.
Based on Argent Advisors, Inc.
Based on Argent Advisors, Inc.
Fixed financial planning fees typically range between $1,000 and $5,000 depending on scope and professional.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000+: 0.70% $0 - $1,000,000: 1.50% $1,000,000+: 1.25% $0 - $10,000,000: 0.20% $10,000,000 - $20,000,000: 0.175% $20,000,000 - $25,000,000: 0.15% $25,000,000+: Negotiated $0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.50% $0+: 0.50%
Clients may engage certain representatives as registered representatives of LPL Financial Corporation to implement recommendations on a commission basis; commissions vary, and commissions are only charged if client chooses commission products.
Financial planning and consulting services hourly rate generally $150 per hour.
Minimum fee: Generally requires an annual minimum fee of $350 for accounts custodied at Argent Trust Company (ATC). The firm may waive or reduce minimum fees at its discretion. Fee-only: Financial planning and consulting fees generally $150 per hour or between $1,000 and $5,000 fixed fees, negotiable.
Monroe, LA
1609 Stubbs Avenue
Monroe LA 71201
Advisors at this office
4
Louisiana · Texas
20 years of industry experience
Argent Advisors, Inc.
2020 - Present • 6 years
Monroe, LA
Argent Advisors, Inc.
2005 - 2020 • 15 years
Monroe, LA
Argent Trust
1996 - Present • 30 years
Monroe, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Monroe, LA
Pelican Wealth Management
Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 14 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2017, he has been with Pelican Wealth Management and also leads the affiliated tax-preparation entity, Pelican Wealth Tax Advisors. Pelican Wealth Management provides discretionary investment management and selects third-party money managers for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis, and passive strategies to develop individualized investment policies and uses third-party platforms for operational support.
Series 65
West Monroe, LA
Fletcher Financial Group
Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018, following two years at Tech Assurance. Fletcher Financial Group serves individual clients and families by providing financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach with a three-step process tailored to client goals, and frequently delegates portfolio management to third-party External Managers while maintaining discretionary authority.
Series 65
Monroe, LA
Vines Capital Management, LLC
Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.
Series 63, Series 65
West Monroe, LA
Legacy Wealth Concepts
Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.
ChFC®, Series 63
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he maintains a law practice where he represents clients in legal matters. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a risk-tolerance based asset-allocation process incorporating fundamental and cyclical analysis, offering discretionary and non-discretionary portfolio management with wrap-fee and non-wrap program options.
Series 65
West Monroe, LA
Fletcher Financial Group
Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.
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