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Qualifications of Financial Advisors in Baton Rouge

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Qualified Financial Advisors in Baton Rouge, Louisiana
Financial Advisor Office Location Phone Number
James Bayard, CFP®
Capital South Wealth Management LLC
6513 Perkins Rd,
Baton Rouge, LA  70808
(225) 709-0703
Chad Olivier, CFP®
Olivier Group
4609 Bluebonnet Blvd.,
Baton Rouge, LA  70809
(225) 757-9484
Brian Low
Brian Low Financial Group
8414 Bluebonnet Blvd.,
Baton Rouge, LA  70810
(225) 292-4225

Information on Qualified Financial Advisors in Baton Rouge

Qualifications CRD# 6081998
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 6513 Perkins Rd,
Suite 106,
Baton Rouge,
LA 
70808
Phone Number (225) 7090703

James co-founded Capital South Wealth Management LLC to address the needs of individuals whose financial situations have been drastically altered whether through death, divorce or windfall. James and the Capital South team work to provide clarity and address issues regarding financial matters. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning, and investment management. James's professional insights have been featured in several national publications including Kiplinger's Personal Finance magazine, TheStreet.com, CNBC, ThinkAdvisor, Money, Yahoo Finance, and U.S. News & World Report. He is an alumnus of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance. He is a CERTIFIED FINANCIAL PLANNER" Professional, a Chartered Financial Consultant®, a Retirement Income Certified Professional®, and an Accredited Investment Fiduciary®. The ChFC® and RICP® designations are awarded by the American College, a non-profit educational institution with academic accreditation, dedicated to the development of financial professionals. James's professional securities registration includes Series 66-Investment Adviser Representative registration, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, and the Baton Rouge Area Chamber, and Club Blue. When he is away from the office James enjoys spending time with his wife Ally and their son, leading community outreaches with their church, and mentoring with the Boys & Girls Club of Greater Baton Rouge.

About Capital South Wealth Management LLC



Qualifications CRD# 2718127
FirmCRD# 6413
Series 7, 24, 31, 52, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
LA 
70809
Phone Number (225) 7579484

Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning. Chad is a prominent CERTIFIED FINANCIAL PLANNER " practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.

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.



Qualifications CRD# 3097163
Series 6, 7, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,
LA 
70810
Phone Number (225) 2924225

Brian Low is a locally well-known financial educator and speaker on retirement planning. He conducts monthly investment seminars for clients and the general public to educate them on the constantly changing world of investing, saving for retirement, tax strategies and estate planning. In the past decade, people all across Louisiana have attended his seminars, workshops and classes. Brian is dedicated to life-long learning in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence. He is constantly researching markets, strategies and financial news for areas of opportunity and concern. He prides himself on providing superior service, and quickly assesses clients' needs and developing solutions to their financial problems. Brian began his financial planning career with Banc One Securities after earning his BS in Finance from Southeastern Louisiana University in 1998. From there he moved to Menard Financial Group, where he was able to offer a wider range of investment opportunities. In 2007, he left Menard to pursue his dream of opening his own firm, and today is owner and Investment Advisor of Brian Low Financial Group. He has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table. Whether he is speaking to the public or working with clients, Brian's chief goal is to assist people in achieving financial freedom through sound, smart financial planning. Brians main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.

About Brian Low Financial Group

To help you achieve financial security. Brian Low Financial Group is a valuable resource for many people who are attempting to bring their financial objectives within reach. Our professionals have extensive experience in many areas of financial planning including portfolio management, tax strategies, wealth preservation and transfer.



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?