A complete list of active advisors currently associated with Advantage Wealth Management, L.L.C.
Warmer can help you find a great advisor at Advantage Wealth Management, L.L.C. or one who fits your needs even better.
The firm provides personalized portfolio management and investment advisory services to individuals and a range of institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. It offers both discretionary and non‑discretionary portfolio management tailored to clients’ objectives, risk tolerances, and other suitability factors. The firm’s investment process is customized to each client and may use fundamental, technical, charting, and cyclical analysis, employing both long‑term and short‑term strategies with ongoing monitoring and rebalancing. Tax efficiency is not treated as a primary objective absent a separate agreement, and clients are advised to consult tax professionals as part of planning. Noteworthy for its category, the firm’s associated persons are licensed insurance agents and may receive commission‑based compensation for insurance product sales, which the brochure discloses as a potential conflict of interest. The firm also provides consulting and discretionary services to retirement plans, including ERISA‑related fiduciary services, an offering that the disclosure highlights as a distinct element of its practice.
To learn more about the advisors currently working at Advantage Wealth Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 23
| |
Lafayette, LA
| 20
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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