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Charla M
Series 66
Metairie, LA
Private Advisor Group, LLC
Charla Misse is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Mariner Independent Advisor Network, and Voya Financial Advisors, Inc. Outside of her advisory roles, she is an author and blogger for The Clarion Herald and owns a business called BIG ICE LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through its network of investment adviser representatives.
Daniel M
Series 63, Series 65
Metairie, LA
Private Advisor Group, LLC
Daniel Misse is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of advising, he has ownership in a sporting goods business, BIGICE LLC. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.
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