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Qualifications of Financial Advisor in Covington

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Financial Advisors in Covington, Louisiana
Financial Advisor Office Location Phone Number
Michael Gavin,
Financial Engines Advisors, LLC
2180 N Causeway Blvd. Ste 9,
Mandeville, LA  70471
3900 N. Causeway Blvd. Suite 100,
Metairie, LA  70002
(985) 778-2023
(504) 830-7676
Chad Olivier, CFP®,
The Olivier Group, LLC
4609 Bluebonnet Blvd.,
Baton Rouge, LA  70809
(225) 757-9484
Nelson Brown,
Financial Engines Advisors, LLC
8342 Perkins Rd., Suite M,
Baton Rouge, LA  70810
(225) 291-7878

Information on Qualified Financial Advisors in Covington

Qualifications CRD# 1816450
FirmCRD# 104510
Series 7, 8, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 2180 N Causeway Blvd. Ste 9,
Mandeville,
LA 
70471
Phone Number (985) 7782023

Office Location 3900 N. Causeway Blvd. Suite 100,
Metairie,LA  70002
Phone Number (504) 8307676

Joined Financial Engines in 2017. Began his career in the financial services industry in 1988. Successfully completed the Series 7, 8, 63, and 65 examination(s) administered by FINRA. Attended George Mason University studying Business Management. Currently enrolled at the University of New Orleans to complete degree. Married to Marcia for 25 years. They have three children: Jaqueline, Michael Jr, and Calvin. In Michael’s free time he enjoys sports, yoga, bike riding, fishing, kayaking, swimming and watching Netflix.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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

Compensation/Fee I am a fee-based financial professional, 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.

About The Olivier Group, LLC

As a Baton Rouge boutique financial services firm, The Olivier Group, LLC 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 & Financial Planning offered through LPL Financial, Member FINRA/SIPC.



Qualifications CRD# 3268518
FirmCRD# 104510
Series 7, 9, 10, 31, 65, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 8342 Perkins Rd., Suite M,
Baton Rouge,
LA 
70810
Phone Number (225) 2917878

Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 31, 65, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree from Louisiana State University.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Covington, Louisiana
The Fiscal Fitness Company, Inc. Mandeville, LA