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Olivier + Group, LLC - Financial Advisor in Baton Rouge, LA

Paladin Research Report For:

Olivier Group

CFP®
4609 Bluebonnet Blvd.
Suite A
Baton Rouge, LA 70809
225-757-9484
Visit Website
https://www.oliviergroup.com/

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.

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