ChadOlivier- Financial Advisor Baton Rouge, LA

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About Chad Olivier

OUR MISSION: Guiding you and your family toward your financial goals by providing custom planning, innovative wealth strategies, and personalized service based on integrity.

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General Information

Firm Start Year

Name of Broker/Dealer

Cetera Advisor Networks LLC, Member FINRA/SIPC

Name of Custodial Firm

TD Ameritrade, Fidelity, Cetera Advisor Networks

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses, Businesses

Advisory Services Provided

Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$250000

Compensation and Fees

Compensation Methods

Commissions, Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886518/paladinregistry-The-Olivier-Group-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Chad Olivier

The Olivier Group LLC