Arthur Mixon (CRD# 5968583) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 10 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 6492477
Avantax Advisory Services
CRD# 4170771
Advantage Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Advisory Services | New Iberia, LA | Oct 2019 - Current | 4 |
Avantax Investment Services, Inc. | New Iberia, LA | Oct 2019 - Current | 4 |
Avantax Insurance Services | New Iberia, LA | Aug 2014 - Current | 9 |
Kcs Wealth Advisors, Llc Dba Kore Financial Group | New Iberia, LA | Jan 2007 - Current | 17 |
Kolder Champagne Slaven & Company | New Iberia, LA | Jan 2006 - Current | 18 |
1st Global Advisors Inc. | New Iberia, LA | Dec 2011 - Oct 2019 | 7 |
1st Global Capital Corp. | New Iberia, LA | Dec 2011 - Oct 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- LA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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