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Featured Business Financial Advisor in Baton Rouge, LA
Baton Rouge Financial Advisors
Olivier Group
4609 Bluebonnet Blvd., Suite A
Baton Rouge, LA 70809
(225) 757-9484
“Innovative Wealth Planners”
Advisor Profile
Chad Olivier, CFP
Name:  Chad Olivier, CFP
Phone Number:  (225) 757-9484
Website:  Visit Website
Disclaimer
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.

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.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Licensed in:    AL, FL, LA, MS, NM, TX, GA, TN
CRD#:    2718127
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    18
States Willing to do Business in:    Addis,Baker,Baton Rouge,Belle Rose,Brusly,Carville,Darrow,Denham Springs,Donaldsonville,Erwinville,French Settlement,Geismar,Glynn,Gonzales,Greenwell Springs,Grosse Tete,Lakeland,Livingston,Plaquemine,Port Allen,Prairieville,Pride,Rosedale,Rougon,Saint Amant,Saint Gabriel,Sorrento,Sunshine,Walker,White Castle,Zachary
Firm CRD#:    6413
Name of Custodial Firm:    TD Ameritrade, Fidelity, and Cetera
Name of Broker/Dealer:    Cetera Advisor Networks
Gender:    Male
 

Education

Academic Background
 
BA, Finance with a minor in Economics - Northeast Louisiana University. Graduated Cum Laude.
 

Services

Investment Types:    Real Estate, Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 63, Series 52, Series 31, Series 24, Series 7
Certifications, Accreditations & Designations:    CFP®
Non-Financial Organization Memberships:    Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Assets Managed by Advisor:    $180 million
Assets Managed by Firm:    $220 million
Firm's Number of Clients:    200
Advisor's Number of Clients:    200
 

Compliance

Registered Investment Advisor:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Registered Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based
 
 
 

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