| Advisor Profile |
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| Name: |
Olivier Group, LLC |
| Phone Number: |
(225) 757-9484 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| 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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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. |
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General Information |
| Years of Experience in Financial Services: |
25
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| States Licensed in: |
AL, FL, LA, MS, NM, TX, GA, TN
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| Name of Custodial Firm: |
TD Ameritrade, Fidelity, and Cetera
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| Number of Years with Current Firm: |
19
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Cetera Advisor Networks
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| States Willing to do Business in: |
Addis,Baker,Baton Rouge,Belle Rose,Brusly,Carville,Darrow,Denham Springs,Donaldsonville,Erwinville,French Settlement,Geismar,Glynn,Gonzales,Greenwell Springs,Grosse Tete,Lakeland,Livingston,Plaquemine,Port Allen,Prairieville,Pride,Rosedale,Rougon,Saint Amant,Saint Gabriel,Sorrento,Sunshine,Walker,White Castle,Zachary
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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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: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®
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| Securities Licenses: |
Series 7, Series 24, Series 31, Series 52, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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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 |
| Assets Managed by Firm: |
$220 million
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| Assets Managed by Advisor: |
$300 million
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| Advisor's Number of Clients: |
200
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| Firm's Number of Clients: |
200
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| Advisor's Number of Planning Clients: |
110
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| Advisor's Number of Managed Clients: |
200
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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