Advantage Wealth Management, LLC
Advantage Wealth Management, LLC (CRD# 135092) is a financial advisory firm headquartered in Lafayette, LA. They manage $5,400,000 in 23 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$234,783
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Advantage Wealth Management, LLC
1
Theresa Aguillard (CRD# 4170771) is an Investment Advisor Representative working at Advantage Wealth Management, LLC in Lafayette, LA and has over 22 years of experience in the finance industry.
2
Gary McGee (CRD# 4171082) is an Investment Advisor Representative working at Advantage Wealth Management, LLC in Lafayette, LA and has over 22 years of experience in the finance industry.
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