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Paladin Research Report For:

Olivier Group

CFP®
4609 Bluebonnet Blvd.
Suite A
Baton Rouge, LA 70809
225-757-9484

About Olivier Group

As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.

Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

See Disclosures

General Information

Firm Start Year
  • 2002
No. of Employees
  • 5-9
Firm CRD#
  • 13572
Name of Broker/Dealer
  • Cetera Advisor Networks
Name of Custodial Firm
  • TD Ameritrade, Fidelity, and Cetera
States Licensed in
  • AL, FL, LA, MS, NM, TX, GA, TN
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 19
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 7, Series 24, Series 31, Series 52, Series 63
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Financial Organization Memberships
  • Financial Planning Association (FPA)
Non-Financial Organization Memberships
  • Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana

Firm Information

Firm's Number of Clients
  • 200
Assets Managed by Firm
  • $220 million
Advisor's Number of Clients
  • 200
Advisor's Number of Managed Clients
  • 200
Advisor's Number of Planning Clients
  • 110
Assets Managed by Advisor
  • $300 million

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Hourly, Flat Fee, Commissions, Based on Assets

Education

Bachelors in Business Administration - Finance with minor in Economics
  • Northeast Louisiana University
    08/15/1991 - 05/30/1995

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/1822434/paladinregistry-olivier-group-detailed-disclosure

Disclaimer

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

BASIC INFORMATION NEEDED FOR THE INQUIRY