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
Series 63
Experience Industry experience
20 years
Location
Slidell, LA 70461
Primerica Advisors
Institution
Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a business based in Service, RD, LA, and is involved in sales and referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of financial advisors.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Slidell, LA E I 10 Service Road
750 E I 10 Service Road, Ste G 1
Slidell LA 70461
Advisors at this office
1
Louisiana
20 years of industry experience
Primerica Advisors
2006 - Present • 20 years
Slidell, LA
Primerica Financial services
2004 - Present • 22 years
Slidell, 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Slidell, LA
Consortium Private Wealth LLC
Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.
Series 63
Slidell, LA
Charter Advisory Corporation
Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.
Series 65
Slidell, LA
Brooklyn FI, LLC
Janae' Bridges is a financial advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Gregory Ricks & Associates, and JECohen & CO., LLC. Prior to her advisory career, she was employed by the State of Wyoming and Morguard. Brooklyn FI serves individual and high-net-worth clients with investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment strategies while incorporating specialized external managers and aggregates held-away assets to provide comprehensive portfolio oversight.
Series 63, Series 65
Slidell, LA
Summit Financial Wealth Advisors
Paul Guidry is a financial advisor with Summit Financial Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ADG Wealth Management, Triad Advisors, and Industrial Management Group, Inc. Outside of advising, he owns and manages a small business consulting and management firm serving closely held businesses. Summit Financial Wealth Advisors offers discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides a range of services including pension consulting, outsourced business management, and divorce financial consulting, utilizing a mix of analytical approaches and customized strategies overseen by an investment committee.
Slidell, LA
Consortium Private Wealth LLC
Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.
CFP®, ChFC®, Series 66
Slidell, LA
Consortium Private Wealth LLC
Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.
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