| Advisor Profile |
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| Name: |
Chad Olivier, CFP® |
| Phone Number: |
(225) 570-1146 |
| Website: |
Visit Website
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| Disclaimer |
| Securities and Financial Planning offered through LPL Financial Member FDIC/SIPC. |
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Business Description |
The Olivier Group, LLC is a financial firm located in Baton Rouge, LA that was formed in 2002 and has been going strong ever since. Chad Olivier, president of the company, is a CERTIFIED FINANCIAL PLANNER ™ practitioner following a conservative wealth management philosophy that concentrates on protecting and preserving your money through prudent asset allocation and tax reduction strategies.
The Olivier Group, LLC clears through a nationally trusted broker dealer, LPL Financial. The Olivier Group, LLC focus on bringing a close, personal touch to the large and hectic world of investing. This financial group offers the expertise of larger brokerage firms while providing yearlong personal attention to every client that only a small firm can maintain. The company offers services that extend but are not limited to creating financial plans, insurance planning, estate planning, small business succession, asset protection, and retirement planning.
Securities & Portfolio Management offered through LPL Financial, Member FINRA/SIPC. |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial Corporation
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| States Licensed in: |
AL, FL, LA, MS, NM, TX, GA, TN
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
8
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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| BA, Finance with a minor in Economics - Northeast Louisiana University. Graduated Cum Laude. |
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Services |
| Investment Types: |
Options & Futures, Mutual Funds, Insurance, Real Estate, Annuities, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 24, Series 7, Series 31, Series 52, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Disability, Variable Annuity, Long Term Care, Life, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Paladin Registry
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| Non-Financial Organization Memberships: |
Baton Rouge Estate and Planning Council
Finance Committee for the Country Club of Louisiana
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
120
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| Assets Managed by Firm: |
$60 million
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| Advisor's Number of Clients: |
120
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| Assets Managed by Advisor: |
$60 million
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Chad Olivier, CFP® |
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