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Qualifications of Financial Advisor in Metairie

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Financial Advisors in Metairie, Louisiana
Financial Advisor Office Location Phone Number
David Compton
First Security Financial Wealth Manager, Inc.
3501 N Causeway Blvd Ste 101,
Metairie, LA  70002
(504) 834-1150
Michael Gavin
Edelman Financial Engines, LLC
3900 N. Causeway Blvd. Suite 100,
Metairie, LA  70002
2180 N Causeway Blvd. Ste 9,
Mandeville, LA  70471
(504) 830-7676
(985) 778-2023
Nelson Brown
Edelman Financial Engines, LLC
8342 Perkins Rd., Suite M,
Baton Rouge, LA  70810
(225) 291-7878

Information on Qualified Financial Advisors in Metairie

Qualifications CRD# 6744257
FirmCRD# 286470
Series 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 3501 N Causeway Blvd Ste 101,
Metairie,
LA 
70002
Phone Number (504) 8341150

About First Security Financial Wealth Manager, Inc.

Given our years of experience, our commitment to uncompromising ethics and our objective of superior service we have built our practice on the dedication of helping clients achieve financial security and peace of mind. First Security Financial Wealth Manager, Inc. specializes in offering solid financial solutions for retirement and helping people accumulate, protect and preserve their wealth. David Compton, is the CEO and founder of First Security Financial Wealth Manager, Inc. and co-host of First Security Financial Show (featured on WRNO 99.5 FM and WJBO 1150 AM). In the office and on the radio, David has helped individuals reach their retirement goals by providing education and advice on successful retirement planning strategies to help avoid common and significant retirement mistakes. Outside of the office David is an avid outdoorsman and family man. He enjoys traveling, hunting and fishing as well as quality time with his family in Tickfaw, La. David takes pride in his educational radio shows and local events because he believes the advice he provides is most effective when taken early, before critical retirement mistakes can be made.



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

Compensation/Fee Fee Based Only - No Commissions


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

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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3268518
FirmCRD# 104510
Series 65, 66

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.