Chad Olivier

4609 Bluebonnet Blvd.
Ste A
Baton Rouge, Louisiana, 70809
Phone: 225.757.9484
Website: www.oliviergroup.com
Credentials: CFP®
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Business Philosophy

VISION: To enrich the lives of our clients by providing the highest quality financial security based on values, trust, and personalized service. MISSION: The Olivier Group, LLC will maintain the following: Values: The Olivier Group, LLC will always act in the best interest of the client and hold itself to a standard of doing what is right based on traditional morals of caring, hard work, and devotion. Trust: We want clients to feel a sense of relief and satisfaction in their relationship with The Olivier Group, LLC. We want to be a part of their family. Personalization: We will never grow too big to know each of our clients. We will provide individualized attention and always reach out to our clients.

My Minimum Asset Requirements: $250,000

Types of Clients:
  • Individuals
  • Companies (Non-Pension)
  • Companies (Pension)
  • Public Funds
  • Foundations
  • Other
Types of Services:
  • Financial Planning Advice & Services
  • Investment Advice & Services
  • Insurance Advice & Services
Assets Under Management:
  • Did Not Provide
Number of Clients:
  • Did Not Provide
1. What are your firm names?
  • Broker Dealer

    LPL Financial

2. What is your type of RIA registration?
  • SEC
3. Are you a sole practitioner or a member of a firm or team?
  • Sole Practitioner
4. What is your relationship to your Registered Investment Advisor?
  • Independent Contractor
5. What are your years of applicable financial service experience?
  • 16 Years
6. Do you have any college degree(s)?
School
  • Did Not Provide
Degree
  • Did Not Provide
Major
  • Did Not Provide
7. Do you belong to any industry associations?
  • Baton Rouge Financial Planning Association
  • Baton Rouge Estate and Business Planning Council
8. What is your CRD or IARD number?
  • Did Not Provide
9. Do you hold any active securities licenses?
  • Series 63
  • Series 7
  • Series 24
10. Which categories of financial services do you provide?
  • Financial Planning Advice & Services
  • Investment Advice & Services
  • Insurance Advice & Services
11. Which planning services do you provide?
  • Financial Plans
  • Retirement Plans
  • College Plans
  • Estate Plans
  • Charitable Plans
  • Other
12. Which investment advisory services do you provide?
  • Investment Strategy & Policy
  • Risk Management
  • Rebalancing
  • Money Manager Selection
  • Performance Reports
  • Asset Allocation
13. If you make investment decisions for clients, how do you invest their assets?
  • Did Not Provide
14. How many clients (not accounts) do you currently service?
  • Did Not Provide
15. What amount of client assets is currently under your management or advisement?
  • Did Not Provide
16. What is minimum fee for your planning services?
  • Did Not Provide
17. What is your minimum asset requirement for your investment services?
  • $250,000
18. What is your minimum net worth requirement for your planning services?
  • Did Not Provide
19. What type of compensation do you receive for your planning services?
  • Asset Based Fees
  • Hourly Fees
  • Fixed Fees
20. What type of compensation do you receive for your investment advisory services?
  • Asset Based Fees
  • Hourly Fees
  • Fixed Fees
21. Do you work with remote clients over the Internet and telephone?
  • Yes
22. Do you hold any active insurance licenses?
  • Life
  • Annuity
  • Long-Term Care
  • Disability
  • Health
23. Are you a Registered Investment Advisor or an Investment Advisor Representative?
  • Yes
24. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
  • Yes
25. What states are covered by your registration(s) to sell investment advisory services?
  • Louisiana
  • Alabama
  • Florida
  • Georgia
  • Maine
  • Minnesota
  • Mississippi
  • North Carolina
  • New Jersey
  • Ohio
  • South Carolina
  • Texas
26. What states are covered by your registration(s) to sell investment and brokerage products?
  • Did Not Provide
27. What states are covered by your registration(s) to sell insurance products?
  • Did Not Provide
28. Do you have any compliance disclosures for the past 5 years?
  • Investment Disclosures: No
  • Insurance Disclosures: No
29. Do you have any criminal disclosures since you became an adult?
  • Misdemeanors: No
  • Felonies: No
30. How do investors view your ADV Part II?

Available Upon Request

31. What languages do you speak fluently?
  • Did Not Provide
32. What is your primary role?
  • Did Not Provide
33. Which investment products do you sell?
  • Mutual Funds
  • REITs
  • Private Placements
  • Other
34. Which insurance products do you sell?
  • Life
  • Fixed Annuities
  • Variable Annuities
  • Long Term Care
  • Disability Income
35. Do you provide tax advice and services?
  • No
36. Do you provide legal advice and services?
  • Did Not Provide
37. Do you provide any limited engagement services?
  • Did Not Provide
38. What types of clients do you work with?
  • Individuals
  • Companies (Non-Pension)
  • Companies (Pension)
  • Public Funds
  • Foundations
  • Other
39. Where does your first meeting with a prospective client take place?
  • Investor's Preference
40. Which companies act as custodians for your clients assets?
  • LPL Financial
41. What types of reports do you provide your clients and what is the frequency?
42. General Comments:

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Advisor Name: Chad Olivier
Most Recent Update: May/ 8/2013