A complete list of active advisors currently associated with Legacy Financial Advisors of Louisiana
Warmer can help you find a great advisor at Legacy Financial Advisors of Louisiana or one who fits your needs even better.
Legacy Financial Advisors of Louisiana provides ongoing portfolio management to individuals and high-net-worth individuals, preparing an Investment Policy Statement for each client and offering services such as asset allocation, security selection, and regular portfolio monitoring. The firm states it seeks discretionary authority to execute transactions on behalf of clients in accordance with documented goals, time horizons, and risk tolerances. Its investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, and it employs both long-term trading and options strategies, including covered calls, uncovered options, and spreads. Risk tolerances and investment policies are documented for each client, and the brochure emphasizes the material risks associated with options and leveraged strategies. What is noteworthy for a firm in this reporting category is that it offers direct portfolio management for individuals despite being newly formed and reporting no assets under management, a service that is statistically uncommon among firms with no active advisors. The firm also limits its recommended investments to mutual funds, fixed income, equities and ETFs, primarily recommends covered-call strategies, does not act as a private fund adviser, and requires clients to use Schwab Institutional—potentially creating soft-dollar relationships tied to that custodian.
To learn more about the advisors currently working at Legacy Financial Advisors of Louisiana, 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 |
|---|---|---|
Covington, LA
| 0
| |
Covington, LA
| 0
|
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