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Qualified Financial Advisors in Lafayette, Louisiana
Financial Advisor Office Location Phone Number
Carlo Bentley
Bentley and Company Investments
714 E. Kaliste Saloom,
Lafayette, LA  70508

Information on Qualified Financial Advisors in Lafayette

Qualifications CRD# 5307486
FirmCRD# 10740
Series 7, 66

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

Office Location 714 E. Kaliste Saloom,
Suite D-2,
Phone Number 337-235-6233

Prior to joining Bentley and Company in 2007, Carlo received his Bachelors of Science degree in Business Administration from Northwestern State University. He currently holds securities licenses in a Series 7, 66 with also a Life and Annuity insurance license. With over a decade of experience in the financial services industry, Carlo works closely with his clients to develop meaningful relationships that last. He designs a range of models and plans  by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on clients needs though his S.W.I.M. 360 Vision". This vision of providing Service excellence, Working together, Identifying needs, with Managing portfolios has allowed him to customize each plan specific to each relationship. We many not be all things to all people but we are all things to a select group, who are our clients. In his spare time, Carlo is an U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and competes on Team USA for world competitions in age group Aquathlon. He is also a former member of the Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet. Having a solid partnership is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect these strategies. There is no winging it, nothing is left to chance.

About Bentley and Company Investments

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our clients trusted advisor. As an independent financial advisor, our primary focus is to provide individualized retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results.

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