VETTED

Chad Olivier

CFP®
Chad Olivier
Tel: 225-757-9484 4609 Bluebonnet Blvd. Suite A Baton Rouge, LA 70809
About The Olivier Group LLC
OUR MISSION: Guiding you and your family toward your financial goals by providing custom planning, innovative wealth strategies, and personalized service based on integrity.
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General Information
Name of Broker/Dealer:

Cetera Advisor Networks LLC, Member FINRA/SIPC

Name of Custodial Firm:

TD Ameritrade, Fidelity, Cetera Advisor Networks

Work with the following types of clients:

Individual Investors, Businesses, Businesses

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning

Services
Can meet clients in the following ways:

Email, Phone, Your Home, Video Conference

Compensation and Fees
Compensation Methods:

Commissions, Flat Fee, Based on Assets

Firm Information
Advisor's Number of Clients:

200

Total Assets Under Management by Advisor:

$250000

25 Years of Experience
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