A complete list of active advisors currently associated with Argent Wealth, LLC

Warmer can help you find a great advisor at Argent Wealth, LLC or one who fits your needs even better.

Argent Wealth, LLC provides investment advisory services to individuals (including high-net-worth clients), trusts, retirement plans, and business entities. The firm offers asset management, comprehensive portfolio management that includes financial planning or consulting, access to separately managed accounts through Schwab programs, and retirement plan consulting. Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, options, mutual funds, alternative investments and third‑party money managers; accounts are monitored and rebalanced on an ongoing basis. The firm uses fundamental, quantitative and qualitative analysis and offers discretionary management for most services while also supporting non‑discretionary retirement plan consulting and legacy use of Schwab Intelligent Portfolios™ for certain clients. Argent Wealth is owned by Argent Financial Group and is affiliated with multiple related entities that are uncommon for firms of its size, including Argent Trust Company (Oklahoma and Tennessee), several affiliated SEC‑registered advisers, and an affiliated insurance agency (Argent Insurance, LLC). These affiliations mean the firm may refer clients to related trust, advisory, custodial or insurance services and some representatives are licensed to sell insurance, a structure the brochure discloses as a potential conflict of interest and for which clients are under no obligation to engage affiliated services.

To learn more about the advisors currently working at Argent Wealth, LLC, 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.