Lafayette, LA Office

Team
Updated today
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Fmsa

Team

Firm-wide stats for Fmsa

Total advisors

22

Across 9 offices

Clients per advisor

57 Typical

Avg AUM per client

$140,832 Very Low

HNW client ratio

17% Low

About

FMSA is a privately owned registered investment adviser that serves individuals (including high-net-worth clients), corporate pension and profit-sharing plans, municipalities, and trusts, managing approximately $216 million for over 1,200 clients through a multi-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management across a wide set of investments, including equities, fixed income, mutual funds, annuities, and real estate, and also offers standalone financial planning and account review services.

The firm follows a fundamental, research-driven investment approach that emphasizes company financials and intrinsic value rather than market timing, and it typically implements strategies on a discretionary basis consistent with each client’s stated objectives. Advisors review client accounts daily and generally carry a book of roughly 100 households, with transaction reporting provided monthly and more detailed performance reviews available on request.

A noteworthy operational feature is that several supervised persons at the firm hold fixed insurance licenses to sell life insurance, long-term care, and annuity products, which the brochure identifies as a potential conflict of interest when moving funds between investment accounts and insurance products. The firm also works with external referral sources (such as CPAs and insurance agents) and discloses that it compensates those referrers, while maintaining a Code of Ethics and formal trading and monitoring procedures to manage conflicts.

Based on Fmsa

Expertise

Annuities Wealth management Active portfolio management

Based on Fmsa

Location

412 West University Ste 103

Lafayette LA 70506

Advisors at this office

5

Advisors at this office

user avatar

Brandon V

Series 65

Lafayette, LA

Fmsa

Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.

Annuities Wealth management Active portfolio management
user avatar

David V

Series 66

Lafayette, LA

Fmsa

David Varisco is a financial advisor at FMSA with 23 years of industry experience. He holds a Series 66 designation and has worked at FMSA since 2017, following an 11-year tenure at Oxford Asset Management. In addition to his advisory work, he owns MobileMyApp.com, a web-based mobile website generator company, and performs as a drummer with other musicians. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm offers discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach focused on company financials and SEC filings.

Annuities Wealth management Active portfolio management
user avatar

Victoria D

Series 63, Series 66

Lafayette, LA

Fmsa

Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.

Annuities Wealth management Active portfolio management
user avatar

Tiffany G

Series 63, Series 65

Lafayette, LA

Fmsa

Tiffany Grayson Tauzin is a financial advisor at FMSA with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with FMSA since 2015. Tauzin is also the owner of Tauzin Financial Group, a fixed insurance advisory business. FMSA is a privately owned registered investment adviser managing approximately $216 million for over 1,200 clients. The firm serves individuals, corporate pension and profit-sharing plans, municipalities, and trusts, employing a fundamental, research-driven investment approach with comprehensive financial planning and discretionary portfolio management.

Annuities Wealth management Active portfolio management
user avatar

Jonathan E

Series 65

Lafayette, LA

Fmsa

Jonathan Eleser is a financial advisor at FMSA with a Series 65 credential and 10 years of industry experience. He has worked at FMSA since 2019 and has also operated Eleser Financial since 2018, where he provides insurance brokerage and business consulting services. Additionally, he offers tax preparation and advisory services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management across a broad range of investments.

Annuities Wealth management Active portfolio management
View complete list of advisors at this office
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