Chad Olivier, CFP®
Baton Rouge, Louisiana, 70809
Member Since 2006
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 Location
Background Information
Years of Financial Experience
- 16
Certifications and Designations
- CFP®
Association Memberships
- Baton Rouge Financial Planning Association
- Baton Rouge Estate and Business Planning Council
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: None
- Securities Registrations: Series 63, Series 7, Series 24, 52,31
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Florida
- Georgia
- Louisiana
- Maine
- Minnesota
- Mississippi
- New Jersey
- North Carolina
- Ohio
- South Carolina
- Texas
Disclosure(s)
- View StatementSecurities and Financial Planning offered through LPL Financial, Member FINRA/SIPC.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Business Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Visit Website - http://www.oliviergroup.com
